Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

behavioral economics

Filed Under: Behavioral Finance, Emotional Intelligence, Fee-Only Financial Planner, Financial Planning, Happiness Economics, Lifestyle Planning, Money and Mind Games, Personal Finance, Psychology of Money Tagged With: , Leave a Comment

Independence, Emotional Intelligence, and Better Business

(Prefer video to text? See this message in a 3-minute video here: Independence, Emotional Intelligence, and Better Business) This month included Independence Day, but it is also included …

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

Give Yourself a Break With Your Money History

When I was interviewing for my first job out of college, one of the vice presidents who interviewed me was Joy Turner. A woman on the move in her 30s, Joy seemed highly respected by her peers at the …

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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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The Slippery Slope of Rationalization

At a financial planners' conference I attended last week, a dinner conversation turned to the seedy side of the industry. Namely, we were discussing the bad apples who spoil the whole bunch: those who …

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At What Tipping Point Does Less Become More?

A reader recently discovered a terrific online financial resource - www.mrmoneymustache.com. Mr. Money Mustache controverts conventional thinking (or rather, lack of it) about spending and saving. The …

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