13 Oct What are you stepping over?
Ever realize later that something small was trying to get your attention—but you didn’t quite see it at the time? It’s a pretty human thing to either brush off quiet nudges…...
Budgeting
13 Oct Better decisions start with a better view
Last week I talked about budgeting and mindful spending—and how opportunity cost plays into that. Here’s the next layer:A lot of people think they just need to “get better at budgeting.”But...
01 Oct Struggle to stick to a budget?
Having just come off a trip to England—part business, part pleasure—I’ve been thinking about spending. True confession: I’m a financial advisor who’s great with spreadsheets, and I’ve tracked my money down...
15 Apr Why Do Workers Take Less Paid Time Off Than They Can?
In a 2023 survey, nearly nine out of 10 workers said it was extremely or very important to have a job that offers paid time off (PTO) for vacations, doctor...
08 Apr Are You Spending Money to Keep Stuff You Don’t Need
It's estimated that more than one in 10 Americans leases a storage unit. In June 2023, the nationwide prices charged by self-storage facilities averaged $165 per month, after rising 20%...
15 Feb Love Your Money Tips
If you’re not into the Valentine’s hoopla, you can still use the day to love-on something you care about. Your dog, garden, family. And… what about your money!? Some tips to...
06 Nov Why We Have an Emergency Fund
The unexpected is why we have an Emergency Fund or Contingency Fund if the idea of an emergency stresses you out. I also like to add buckets for other big chunks...
30 Oct How to Kill Your Zombie Subscriptions
In a 2022 survey, consumers were first asked to quickly estimate how much they spend on subscription services each month, then a while later, they were directed to break down...
17 Oct October is National Financial Planning Month!
What doors are you opening to your money this month? What steps can you take towards your financial goals? A few ideas...
03 Oct Know Where You’re Going
And that there may be some detours along the way...