fbpx

Month: July 2015

A ‘Therapeutic’ Approach to Financial Planning

A ‘Therapeutic’ Approach to Financial Planning

A ‘Therapeutic’ Approach to Financial Planning Advisers turn therapist to help clients understand their ‘money scripts’ By Anne Tergesen | Updated July 31, 2015 5:52 pm ET Does your inner child have too much influence over your financial life? Do your finances stress...

How the Rich Got Rich

Watch this video on YouTube Ask ten people how the rich got rich and you will get at least ten opinions. Some of the more common assumptions are that people become wealthy by inheriting fortunes, taking advantage of those less fortunate, or “playing” the...

The Journey to Financial Wellness

Watch this video on YouTube One of the most important financial journeys we can take is the path to financial wellness. Building financial security and independence, while certainly important, makes up only one slice of the whole financial wellness pie. Financial...

Uncle Sam Not Stealing Your Social Security

Watch this video on YouTube A reader recently forwarded me an email that began, “Who died before they collected Social Security?” It asked how many people only collected a small portion of what they paid into Social Security because they, or a spouse, died...

Millionaires and Billionaires [+Infographic]

Watch this video on YouTube Would you like to build up a million-dollar nest egg by the time you retire? For middle-class earners, that goal is challenging but possible if you start at age 25 and save $1750 a month. Many married couples could do this by maxing out...