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Filed Under: Behavioral Economics, Behavioral Finance, Charitable Planning, Emotional Intelligence, Fee-Only Financial Planner, Financial Planning, Happiness Economics, Personal Finance, personal finance, Psychology of Money Tagged With: , , , , , 2 Comments

How To Be a Gracious Gift Exchanger

(If you prefer video to text, click here to see this post in a 3-minute video.) "Oh, thank you...but I didn't get you anything!" How often has that awkward response ruined a nice giving moment? …

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Filed Under: Behavioral Economics, Behavioral Finance, Charitable Planning, Estate Planning, Family Finances, Fee-Only Financial Planner, Finances for Caregivers, Financial Planning, Lifestyle Planning, Money and Mind Games, Personal Finance, Psychology of Money Tagged With: , , , , , , , , , , Leave a Comment

Letting Indecision Delay Your Estate Plan

https://youtu.be/Ufyt8eEq1jk The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, "I …

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Filed Under: Behavioral Economics, Behavioral Finance, Charitable Planning, Family Finances, Financial Planning, Happiness Economics, Lifestyle Planning, Money and Mind Games, Personal Finance Tagged With: , , , , , , , , , Leave a Comment

Financial Success: Too Hot to Handle?

Have you ever known someone who spent or gave away a windfall, seemingly believing they didn't "deserve" it? Or were they scared to have more than they ever had? In a recent meeting, a client …

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Filed Under: Behavioral Economics, Behavioral Finance, Charitable Planning, Financial Planning, Happiness Economics, Money and Mind Games, Personal Finance Tagged With: , , , , , , Leave a Comment

The Dictator Game and A Charitable Plan

Stephen Dubner, co-author of the best selling book, Freakonomics, spoke at the Tampa Theatre last week. During the talk, he described a common psychology experiment where college students are given $3 …

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