Divorce Series Part 3: The 3 Biggest Financial Mistakes You Can Make

The list of potential financial mistakes made while divorcing can be extensive. It is an exhausting, emotional time for everyone. Every money decision is emotional to begin with, and this stress just adds to the mix.  Divorce and finances can become complicated and dividing assets can be complex, which is why the finance industry CDFA © designation… Continue reading Divorce Series Part 3: The 3 Biggest Financial Mistakes You Can Make

7 Signs You are in Financial Denial

Our guest blogger is Eric Dammann, clinical psychologist and financial coach in NYC.  Financial denial can be so harmful to my clients. It works in the background, and often goes unnoticed until it’s too late. What is denial? It’s a defense mechanism we use to protect ourselves from unpleasant emotions and thoughts. Defense mechanisms are… Continue reading 7 Signs You are in Financial Denial

3 Dangers when Talking Money to Your Banker

Some of my friends and colleagues are bankers. Are they knowledgeable and operate with integrity? Absolutely. But first and foremost, they’re human too. Bankers should be more knowledgeable about their business than the average bear. However, they have money emotion and needs like the rest of us, which means they may not be putting you… Continue reading 3 Dangers when Talking Money to Your Banker

3 Simple Behaviors to Take the Pain out of Tax Season

Yep, it’s that season again.  And it’s stressful.  Often the paperwork is more daunting than the actual check we may have to write; and psychologically the agitation we imagine is often much greater than reality.  It’s natural to bristle at “administrivia” and avoid submitting our taxes until the very last minute.  So before you read further, STOP.  Once you… Continue reading 3 Simple Behaviors to Take the Pain out of Tax Season

Use Your Mind to Increase Savings by 73%

Have you ever really, really wanted something but then sloughed it off because the likelihood of saving the money to achieve it was super low? You may have just thrown away the possible.  How could I know this? For two reasons: research and client experience. In a recent interview with Jill Cornfield of NBC Universal, we discussed… Continue reading Use Your Mind to Increase Savings by 73%

Are You Committing Financial Infidelity? You May be Surprised

Infidelity is a sizzling topic, and Financial Infidelity is new on the scenes. According to the research Financial Infidelity in Couple Relationships 2018 by Jeanfreau, Noguchi, Mong and Stadthagen, 27% of people admit to keeping a secret from their partner but 53% do keep a secret from their partner. Are they lying? OR, is what they’re doing just not considered infidelity… Continue reading Are You Committing Financial Infidelity? You May be Surprised