I found myself saying to a friend recently, “If I were really living in my full integrity I would…………”
I was sort of shocked to hear those words come out of my mouth. This is not, of course, the first time I have heard unexpected words come flying out of my mouth like that. It came [...]
Some of us are old enough to remember this Pete Seeger classic, the beginning of which is:
Where have all the flowers gone?
Long time passing
Where have all the flowers gone?
Long time ago
Where have all the flowers gone?
Girls have picked them every one
When will they ever learn?
When will they ever learn?
The song goes on to wonder where [...]
by Kelly O’Mara
Any advisor can tell you that starting a dialog with a client about money matters can often end up as a discussion about broader life issues.
Loren Kayfetz, president of Personal Financial Consultants Inc., is hoping to close that advice gap for his clients by bringing on a financial planner with experience doling out [...]
By Blake Miller, REDBOOK
Denise* was keeping a lot of secrets from her husband: deleting voicemails, sneaking things into the house, intercepting mail. After 13 months, the stress from all of her cloak-and-dagger dealings became so intense that the 38-year-old mom came down with shingles (a disease that usually strikes the old and frail). Denise wasn’t [...]
Tim Maurer, Contributor
The first step of every financial plan must address what we believe about money, because what we believe about money will impact what we do for and with money. Don’t believe me? Complete the following two sentences with the first thing that comes to mind:
The rich became wealthy by…
Poor [...]
By: Dan Danford, MBA, CFP, CRSP
Strong anecdotal evidence exists that financial success is linked more to behavior than to income. We see this all the time in our office—people with high income and low net worth, or individuals with low income and high net worth. What accounts for the differences?
A recent book, Mind Over [...]
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, yet [...]
Last summer I was given the honor of accompanying my newly minted five-year old granddaughter, to a local park while all the other adults were in various stages preparing for a wedding at our friend’s house.
When offered the opportunity to go to the park with Pappy, she got excited. I have no illusion it was [...]
Never has planning for one’s financial future been more important than in the current economic climate. Now schools can help parents teach children about smart ways to spend monthly allowances or part-time job money.
According to Jumpstart Coalition for Financial Literacy, 50 percent of high school seniors fail when tested on basic personal finance. H&R Block [...]
By GAIL LIBERMAN
For years, money has been blamed as a chief reason for divorce.
Yet, this Valentine’s Day, I’m pleased to report that my husband and I, who constantly write about money and discuss the subject, have managed to stay happily married for 20 years.
Two different studies offer insights on keys to success when it comes [...]
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