Rich People Are Greedy

Published on 01 April 2014 by | Category: New Blog Posts, Updates

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Do you hate rich people? Come on, be honest. Rich people are greedy and shallow. They get rich by taking advantage of others. They are miserly and selfish. Money is their god. They don’t really care about the poor or less fortunate. Deep down they are not really happy anyway. Our beliefs about money drive […]

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Are You Sabotaging Your Success?

Published on 22 March 2014 by | Category: New Blog Posts, Updates

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How much cash do you carry in your wallet or purse? Chances are there is a certain amount you like to carry with you. Any more or any less and you start to get nervous. Your Financial Comfort Zone (FCZ) works in a similar way. Your FCZ is the socioeconomic level that feels the most […]

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Little Green Lies

Published on 02 March 2014 by | Category: New Blog Posts, Updates

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Recovering from Financial Infidelity Do you keep money secrets from your partner? Do you spend money without your partner’s knowledge? Do you hide purchases? Do you tell your partner you spent less on something than you actually did? Do you have secret stashes of money that your partner knows nothing about? Have you made investment […]

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Times are tough. The stock market is setting record highs but the average American is still stuck in a recession. Many of us have been forced to downsize and are still struggling to meet our monthly expenses with no relief in sight. All of this stress and anxiety can take its toll on our health. […]

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Got 15 Minutes? Craving For Cash?

Published on 20 July 2013 by | Category: News, Updates

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I’ve teamed up with Farnoosh Torabi, personal finance expert, author & TV host, to do a study on money and relationships. Participants earn the chance to win one of several $100 AmEx gift cards. Take the Survey

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“…inbred human propensities to swing from euphoria to fear and back again seem permanent… generations of experience do not appear to have tempered those propensities…” – Alan Greenspan, Economist and former Chairman of The Federal Reserve When it comes to investing, we are our own worst enemies. Rather than being dependent on quantitative financial realities, […]

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“Most of the time common stocks are subject to irrational and excessive price fluctuations in both directions as the consequence of the ingrained tendency of most people to speculate or gamble… to give way to hope, fear, and greed… The investor’s chief problem and even his worst enemy is likely to be himself.” – Benjamin […]

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“Most of the time common stocks are subject to irrational and excessive price fluctuations in both directions as the consequence of the ingrained tendency of most people to speculate or gamble… to give way to hope, fear, and greed… The investor’s chief problem and even his worst enemy is likely to be himself.” – Benjamin […]

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As a dad, you’re a provider, teacher and coach. You look out for your kids, help them navigate the road of life and ultimately prepare them for a future in which they can take care of their own families. For parents of teens, part of preparing them for the future is being a financial mentor […]

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Countering Resistance

Published on 18 February 2012 by | Category: New Blog Posts, Updates

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Getting clients to act is not easy, but highlighting the benefits of change should help get results. As you’re dispensing advice, your client interrupts, “Yes, but…” You clarify, and he says: “Yes, but…” You remind him your advice will help him reach his financial goals. You warn of the consequences of inaction. He might agree, […]

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