Why is it that most people plan thoughtfully for life goals but seem to push to the side their financial planning goals? This is a question that has confused me for years. It’s like people are programmed to fall short on financial matters. Then I realized that most people actually are programmed to fall short [...]
Archive for the ‘Personal Financial Planning’ Category
It’s safe to say when it comes to money that we all have different emotions with handling it. If that weren’t true, we would all have stress free relationships when it comes to the topic. So, why is there no simple formula that works for everyone? The answer is that we all have different financial [...]
This question is the most asked question I get from family members, friends, and clients. Everyone wants to know what to expect and how they should plan accordingly. Although I don’t know what to expect exactly, I do have some strong opinions about what might happen and how we should be planning ahead. Clearly, the [...]
Why is it that most people plan thoughtfully for life goals but seem to push to the side their financial planning goals? This is a question that has confused me for years. It’s like people are programmed to fall short on financial matters. Then it hit me, most people are programmed to fall short on [...]
It’s that time of year again, the time we conduct a self evaluation of ourselves and circumstances and see what areas we want to improve. We like to refer to them as resolutions even though we should call them and, more importantly, treat them as goals. Regardless of your choice of terms, this year happens [...]
