Let’s set the scene: a newlywed couple is discussing their financial values. She wants to travel to Europe and experience the finer things in life. He wants a saving strategy to pay for their retirement and day-to-day expenses. Because she values experiences and...
Clients describe the meeting as shocking, even while admitting that they knew it was coming. It’s the financial planning meeting in which we look at their retirement projections to see if they are on track to meet their financial goals. Some couples have figured it...
In my freshman year of college I had to take the Clifton StrengthsFinder assessment. Two of my top five strengths were “Competition” and “Achiever.” Over the years I’ve had to come to terms with the blessings and curses of being a competitive overachiever. “No matter...
Acting as your own boss and calling the shots while translating original and unique ideas into an income is the epitome of making a living for many people. A friend of mine, thinking her dream was to be an entrepreneur, convinced herself it was the route she should...
You’d much more likely be found perusing books on thirteenth century Scandinavian religious poets than caught even walking near the personal finance section in the bookstore. You break out into hives when you pick up a book on money management. You can hardly...
