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Five Lessons I Learned in 2016
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  • January 23, 2017

Did you really think you’d escape another new-year-resolution-related, don’t-spend-your-hard-earned-money post?  I gave it a few weeks but it’s time we talk about it.

One of my clients recently asked me if I really do everything I tell her to do. You know, the typical: save money for retirement, don’t spend it on things that are not important, allocate your portfolios appropriately, etc. good things like that.  I am not going to lie to my clients (after all, if they can’t trust me, who can they trust?) so I put some thought into this question. After hours (or more like minutes) of pensive reflection, I realized that my ideas around money changed quite a lot in the last year. Some of the changes were a result of my personal life and some were the result of working with about 20 completely unique people over the last year. And here is what I learned in 2016.Read More

  • Under : Financial Planning, Money & Happiness, Uncategorized

Savings and happiness
Finding the Happiness in Saving
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  • March 6, 2016

“If you want to get out of debt, you must get more enjoyment out of saving your money than you do spending your money”

Disclosure: I know I should attribute this quote to someone but Google doesn’t know to whom. I saw it in Mike Michalowicz’s book Profit First, but I am pretty sure it came from somewhere else. Sorry, originator, but you will have to go uncited today.

Generally, I don’t care for quotes. I am not the person who stitches them on pillows or prints them in her craft room (and no, I don’t have a craft room either), but this quote really got to me because I am constantly struggling with  how to convince both my family and my clients to save more and spend less.  So today, we will be talking about spending, saving, and happiness.Read More

  • Under : Money & Happiness

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