Letting go of money self-doubt is one of the best gifts you can give yourself. Sometimes these messages operate in the background, quietly driving decisions when we don't realize it. Other times …
Guest Post – Attorney Mike Mastry: Beneficiary Designations
This week we welcome a guest post from Attorney Mike Mastry on beneficiary designations. He has an instructive story that illustrates why it is important to double-check them. Mike can be reached …
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Does More Money Lead To A Happier Relationship?
“Finances play a role in determining marital happiness, and conversely, marital happiness and stability influence a client's long term financial plan," was part of the conclusion of a study on money …
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Monthly Money Date? How’s That Workin’ For Ya’?
Due to favorable responses we received on couples and money last year, we are using this Valentine's Day month to revisit this important topic. It's said that money and sex are the two biggest …
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Are You More “I” Or “We” With Money?
Patrick (not his real name) and I had been on an introductory phone conversation for nearly 20 minutes. He said things like, "I've been doing all this research and I'm more confused than ever," "I …
