Blog

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  If you’ve never heard of the “Things I Didn’t Buy” list, then you’re in for a real treat. The “Things I Didn’t Buy” list is a w...

  You may be familiar with the term “cleanse.” It’s often associated with eating habits. For example, many use a cleansing strategy fro...

  Parenting children is complicated. We love our kids and we want to help them in any way we can. We want them to feel happy and carefree, but we...

  Despite your best intentions, every time you hang out with Stella, you end up spending way too much money. She loves to eat at the trendiest (a...

  You Only Live Once, So Plan Well Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors dro...

  Most personal finance advice is focused on spending less and saving more. The financial gurus love to target the overspenders and those who are...

  In Part 1 of this series, Dr. Kurland and Commander Sears shared three habits they believe will help us build momentum as we – hopefully – ...

  Part 1: Better Habits for a Healthier Mind   Since the Covid-19 outbreak, we’ve all had to make adjustments so we can cover our basic ne...

  Life is a constant stream of decisions, most of which come and go with little impact or fanfare. Then there are the big ones, the decisions of ...

  Do you know what your credit score is? Are you looking to improve it? I know, talking about credit, credit history, and credit scores doesn’t...

  If there’s ever been a year to take advantage of online shopping, 2020 has been that year! Whether you’ve been on lockdown status due to Co...

  What are you making for Christmas dinner? A perfectly baked ham, your grandmother’s famous stuffing, or maybe a delicious Christmas puddi...

  Do you know how much debt you have? What about your credit score? Do you know how much you’re saving for retirement? What you’re invested i...

  Your plans for the future are a story you tell yourself. Some of the chapters are easy to imagine and plan, like buying your first home, sendin...

  You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, children, extend...

  I know it’s only September, but let’s talk holiday shopping. Before chastising me for bringing up the holidays already, you should know it�...

  Coming up with a universal definition for “wasting money” is not as simple as it sounds. We’ve all heard the saying, one person’s trash...

  One major mindset shift is to realize we have a relationship with money. Yep, that’s right, a “relationship.“ I know that sounds a little...

  Have you ever heard some say, “I don’t want to be rich, I want to be wealthy” and were puzzled by what they meant? There’s this notion ...

  In Ken Blanchard’s bell-selling book, Who Moved My Cheese?, he uses the analogy of a ladder against a wall. Imagine the wall is the obstacle ...

  Are you aware of the environment you’re creating between you and your teen when it comes to talking about money? If you find that your teenag...

  Do you have a teenager who’s in high school or preparing to graduate? If so, you’re probably wondering, “where has the time gone?” It m...

  Are you a spender? A saver? Do you love money or do you see it as the root of all evil? Have you ever wondered why you are the way you are with...

I know what you see around you. Make a budget. Stick to it. Save save save. You dive in with gusto and are quickly met with obstacles, then frustratio...

  Did you grow up in a household where money was always tight and you constantly heard the message, “we can’t afford it”? Or, did you exper...

  The topic of money should never be off the table. If we want to raise teenagers who have a healthy relationship with money, we need to talk abo...

  Words matter. The things you say over and over again – let’s call them your “mantras” – they matter. What you say about money – you...

  Stop me if you’ve heard this before, if you want to get ahead financially you need to … wait for it … spend less money. I know, it so...

  We all have deeply ingrained beliefs about money. Whether you’re a saver, spender, or money avoider, each of us acquires thoughts and beh...

  What comes to mind when you think about financial planning? Stocks, bonds, mutual funds? Although Wall Street is hyperfocused on investments as...

Are you intimidated or bored to tears by your finances?   First, let’s be clear, traditional money talk can be boring. Rates of return? Correla...

  These are interesting times we live in. One day we’ll be able to tell our grandkids about the “Great Coronavirus Pandemic of 2020” and th...

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  At one point, the “rich” were looked up to in society.  We saw their accomplishments and thought, “one day I’m going to be rich an...

  In the last blog, I introduced the concept of Guiding Principles – a collection of personal beliefs and values you design to guide ...

  If you’re the parent of a teenager, you’ve probably thought about whether or not she should get a job.  I’m not talking about those ...

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  Am I screwing up my kids? As a financial professional, I hear that a lot.  There are a lot of parents wondering if their good intentions a...

  In my early adult years, I made some REALLY bad money decisions.  I imagine many of us can relate to that on some level. I think back to t...

  A NEW WAY OF THINKING Budgets don’t work for a simple reason – human nature.  Seriously. I expounded on that in Budgets are Bulls...

  One of the most common words you hear out of any financial professional’s mouth is budget. What if I told you that I don’t believe in ...

  “Don’t be like Grandma Marie”. Doesn’t sound flattering, does it?  Makes it sound like “being Grandma Marie” is a bad thing, a...

As the father of five teenage daughters and a personal finance professional who primarily works with women, I have a unique perspective on what it tak...

Ever get paid on a Friday and realize by Monday morning you have no money left?? Yeah, we have all heard that much of the world lives this way. But, d...