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Scripts from the Past Help Enlighten The Present

What can a week at a financial integration workshop do for you?  Leading financial journalist Bob Veres, editor of Inside Information, writes in Financial Planning magazine about his recent experience attending the Healing Money...

New IRS Ruling Allows Relief on Unwanted 2009 RMDs

According to IRA guru Ed Slott, IRA Owners and Plan Participants can now put back unwanted RMDs for 2009. RMDs were waived for 2009, but the relief came late in 2008 causing some people to take withdrawals that were not required. This Notice provides retroactive...

Need a Money Makeover? Start With Your Money Scripts

It’s a good idea to be cautious about anything that promises a quick fix, whether it’s an “instant” weight loss product, an “effortless” exercise gimmick, or a “simple” solution to all your money woes. I was hesitant,...

Could a Two-Hour Money Makeover Change Your Life?

Could I possibly do a financial therapy money makeover for a one-page magazine feature article?  That’s the challenge Sushma Subramanian, a reporter for SELF magazine, gave me last May.  She wanted a financial therapist and me to visit with three women and do a...

Tight Credit at the First Family Bank

With banks and credit card companies tightening their lending practices, some would-be borrowers are looking for loans from another source—that long-established institution, the First Financial Family Bank. Loaning money to friends or family members has so many...