Money and Marriage

I have been reading a great (but hard to find) book called “The Search For Serenity” by Lewis F Presnall. In it, he has a chapter on self-pity which I found fascinating. It occurred to me that in the past when I had no motivation, it was indeed because I felt sorry for myself. I […]

You might think that your emotional state of mind is more the subject matter for a therapist to discuss rather than a financial advisor but my experience tells me otherwise.  Your feelings have a huge impact on how you spend, save and invest.  Those activities in turn shape your financial future.  Do your feelings have […]

Talking to your parents about their money is a conversation that is almost universally difficult because it involves a role reversal – you assume the parent role, and effectively put your parent in the child role.  It’s also a very touchy subject.  Even with the best intentions, its easy to be misunderstood and be seen […]

It’s easy to spot when other people go overboard supporting their adult children. But it’s close to impossible to identify this in ourselves. I get that. And I’m as guilty as the next person when it comes to financially overprotecting my brood. But this can actually be a serious problem. The cost of giving our […]

I was introduced to Rhonda this week. She’s a nice lady who unfortunately lost her husband last April. She was being smart and working hard at putting her life back together. Maybe a little too hard. She was spending enormous amounts of time on her finances. Her stress level was at an all-time high. Maybe […]

My experience tells me that the questions we ask determines where we end up in life. There is really no more cogent influence on our thinking and circumstances than the questions we formulate and ask. I don’t know about you, but I’m convinced there are 4 kinds of people: Those who think they don’t really […]