I didn’t start my career as a financial planner, so I bumbled and stumbled my way along my financial journey making LOTS of money mistakes. The worst one was a mindset of “it’s only 5 bucksy; it’s only 10 bucks; it’s only 3 bucks.” It only adds up and up and up, though, and that’s
Category: Planning
Creating Better Money Stories Part II
A few weeks ago, I wrote about taking action to overcome fear, uncertainty, anxiety, or guilt around money and your financial situation. This week, I want to expand on that and give you a step-by-step guide to getting into action. Martha Beck, an author, speaker and life coach, talks about our aversion to tasks we perceive as
Posted in Emotion of money, Feelings, Money Tips, Planning
The Tax Man Cometh – Deadline is October 15
For those of you who extended your Federal tax return for 2014, the day of reckoning is upon you. Those returns were due last week – October 15th. Hopefully you got all of your documents to your tax accountant and your return is in hand so there is no panic on Wednesday night! For those of you
Interview with Maggie Wray – Creating Unstoppable Kids Event
Maggie Wray, of Creating Positive Futures, hosted an amazing event called Creating Unstoppable Kids. This is my interview with Maggie about helping kids and young adults create positive money futures. I hope you enjoy it.
Posted in Emotion of money, Feelings, General, Money Tips, Planning, Uncategorized, Universal, Wise spending
To Work or Not to Work, That is the (Money) Question
For those of us in our 40’s and beyond, we have likely already answered that question, taken the action to work or not to work, and are sitting with the consequences of that decision. For those who may just be entering this phase of life or for those of you who have daughters, nieces, daughters-in-law,
Let Uncle Sam Help You Fund Your Freedom
We all want freedom and we all hate taxes so let’s see how we can use some tax advantages to help fund our “freedom from work” fund. This is a topic I talk about extensively in my book so I thought I would provide you with an excerpt from The Graduate’s Guide to Money to
Think You Are 529 Ready?
If you are sending that first child off to college in the next few weeks, you have probably already started to consider how you are going to pay that first tuition bill. If you diligently saved for your child’s college education and used a 529 Plan Account, it will likely be your first source of
Financial Success Before and After the Job
I had a blast during the webinar today. Thank you to Bill at Jobs 4 Grads (Jobs 4 All) for hosting me!
Posted in Emotion of money, General, How to, Jobs, Money Tips, Planning, Saving, Universal, Wise spending
What’s in Your Freedom Fund?
Retirement is that far-away time when we have magically accumulated enough money that we never have to work again. Retirement is far away; “I’ll never be that old,” “I have plenty of time to think about that later.” “Retirement is for my grandparents; that doesn’t have anything to do with me.” Those are the typical
Posted in Emotion of money, General, How to, Money Tips, Planning, Saving
A New Money Attitude in Four Steps!
Well, we crossed the half year mark last week. At this time of year, I like to stop and reflect on how it is going with my goals. January seems a long time ago and many, many things have come up to take my eye off the goal. So how are you doing with your
Posted in How to, Money Tips, Planning