Room For Error

Room For Error

Reading Time: 4 minutes Every once in a while I read a book that I think everyone should read. I know that not everyone may love it as much as I do but this year the book that I truly want everyone to read is, The Psychology of Money: Timeless Lessons on Wealth,...
What is your Money Story?

What is your Money Story?

Reading Time: 4 minutes This upcoming Wednesday, August 18th, 2021 I am co-hosting our first BookChat with some friends who are also fellow financial advisors. I would love for you to join us, even if you have not read the book, Wired for Wealth by Brad Klontz,...
The Slippery Slope

The Slippery Slope

Reading Time: 4 minutes I have recently come back from two wonderful and memorable family vacations. The vacations made me think about a common saying, “the slippery slope.” This is the concept that once you have already spent so much money, wasted so much time, or...
A Great Time To Refinance

A Great Time To Refinance

Reading Time: 3 minutes ​It has been a while since I have written a financial planning article but I felt the need to write about refinancing today. Many, if not most of you, may already know this, but it is important for those of you who don’t – right now is an...
“Happy Money” – Conclusions

“Happy Money” – Conclusions

Reading Time: 4 minutes The book, Happy Money: The Science of Smarter Spending by Elizabeth Dunn and Michael Norton is right up my alley. I am all about living a happier life yet money is often blamed and viewed as an obstacle of happiness. I love to learn about and...
Money and Happiness-5. Invest in Others

Money and Happiness-5. Invest in Others

Reading Time: 4 minutes ​After a little break, here is the fifth article in my series on how to change your spending for more happiness in your life.  All of these articles have been based on the book, Happy Money: The Science of Smarter Spending by Elizabeth Dunn...