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My colleague, Stacey Francis is CEO & President of Francis Financial.  She is also Founder of Savvy Ladies, a non-profit organization that spreads free financial information to women.  As with many of us who are in the money business, we have stories that drove us here.  These stories are personal and emotional. Here is Stacey’s: This video is… Continue reading Do You Trade Happiness for Money? Maybe a Little?

We’re going on vacation. Let’s pack.  > Where you ask? Why does it matter?  Oh I see.  You want to know what to pack.  Well, it’s very warm there…. > Hotel or Tent? Hiking or Pool side?  Um, a wonderful hotel with sports and a pool. Why?  You’ll bring your pretty sandals and dinner dresses… Continue reading Do You Plan your Money like You Plan a Vacation?

A Certified Divorce Financial Analyst (CDFA©) is an industry designated financial expert on helping divorcing couples understand how the financial decisions they make could impact their future. A CDFA is part of the divorce team. Think of the lawyer as the strategist – they are experts on the law and hired to represent your overall interest… Continue reading Divorce Series Part 2: How Can a Certified Divorce Financial Analyst Help You?

In order to be the best Money Coach possible to my clients, a well-rounded understanding of all milestones you might face is crucial. I’m pleased to say I’m now a Certified Divorce Financial Analyst and I am going to share some of the basics to help you start on the right foot if you are… Continue reading Divorce Series Part 1: Choosing the Style that Fits You

Understanding how you think about money can help you identify your behaviors in real time…and change them on-the-spot.  If you believe you can change your own spending habits, then this video may be powerful enough to get you there.  Are you a Rainy Day Saver? If so, you’ve got some great behaviors..and some that could get… Continue reading Are You a Rainy Day Saver? This Video Will Tell You

Obsession is typically a negative word in our society.  And if an obsession is taken too far, like stalking or gambling to an extreme, it can be bad.  But money obsession can yield positive results if balanced with a real grounding in the important things in life.  If you or someone you know is obsessed with… Continue reading 8 Questions Defining Money Obsession

INTRODUCTION: Your “how to” blog post should teach the reader how to do something by breaking it down into a series of steps. Begin your blog post by explaining what problem you are going to solve through your explanation and be sure to include any relevant keywords. Add in a personal story to establish your credibility on… Continue reading 5 Things You Should Know about Money Management Behavior

Gift Cards are free money aren’t they? They’re the easy yet thoughtful gift that burns a hole in our wallet until we use it.  After all, if we didn’t use it, it would be like flushing money down the toilet.  But sometimes Gift Cards aren’t really a gift.  Sometimes they become an anchor that encourages… Continue reading 2 Reasons Gift Cards Destroy Your Spending Plan

“No surprises” is the mantra I highly recommend for any two people wanting to buy a home together. It may be your next home after outgrowing the one you’re in. It might be your first home now that you’re newly married. Maybe you’re just trying out this couple thing and are willing to share an… Continue reading 4 Things to Honestly Talk About Before You Buy a Home Together

Do you impulsively shop…a lot? Do you use it for self-soothing, escape, or quality time with someone? The reason why you over shop is unique to you. How it impacts your life as you spiral out of control falls into several patterns that look like this: Financial Devastation You may or may not be in… Continue reading 4 Ways to Take Control of Your Over Shopping NOW