Investing

Why you need to know your finances, even if you trust your partner.

This blog is for couples: new couples, elderly couples, married couples, loving couples, divorcing couples, in all cases, partners as it relates to finance. Let’s start with the…

2 years ago

What to do with your paycheck and how to find lost money.

Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting…

3 years ago

All Aboard the Investment Train!

Currently, there are very few places to grow one’s money better than investing in the stock market. And many people…

3 years ago

Are you experiencing Financial FOMO?

We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail…

3 years ago

How Risk Tolerant Are You?

With the election just days away and COVID-19 cases still surging globally, you may feel the unrest that goes along…

4 years ago

Are You Nervous About The Elections And The Stock Market?

The stage is set…it is Trump/Pence vs Biden/Harris.  And just in case 2020 has not been eventful enough, let's add…

4 years ago

If you don’t know where you’re going, you might end up somewhere else

The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw…

4 years ago

Protect Your Money From Emotional Sabotage

You may think that if you want to increase your financial well-being, the time spent on financial data, like Morning…

4 years ago

Has the Easy Money Been Made? The Challenges of Predicting the Stock Market

“The easy money has been made.” If you follow CNBC, Barron’s, or other major financial news outlets, you may have…

4 years ago

Wellness and the B-Word

Wellness and the B-Word: Where to begin your financial wellness journey. Wellness seems to be an all-encompassing buzz word (buzz…

4 years ago