Jan 10, 2022
Investment advice is not financial planning. This is an important distinction to understand when you go shopping for financial advice. Do you only need help with investment decisions, or do you need guidance on all aspects of your financial life? Investment advisors...
Nov 29, 2021
The financial services field is one of the most regulated in the United States. I’m told that our regulations are as complex as those in the medical field. This makes sense; our health and our money are two important pillars of wellbeing. Preventing harm to...
Nov 15, 2021
What do you do as a driver if your car gets stuck in the mud or a snowbank? You probably try shoveling, rocking the car back and forth, or putting something under the wheels. Sometimes, though, you can’t get unstuck by yourself; you have to call for help. What...
Oct 25, 2021
The difference between a traditional financial planner and one that practices financial life planning is significant. The former focuses on the dollars and cents of making good financial decisions, while the later adds the more complex human component to the process....
Oct 18, 2021
One of the most influential financial planning organizations I participate in doesn’t officially exist. The Nazrudin Project is an eclectic, holistic group of financial life planners, therapists, authors, educators, and coaches. It is leaderless, with no...
Jul 12, 2021
One in four Americans didn’t get a routine medical checkup in 2019, and 3.3 million Americans have never had a regular checkup. These alarming statistics were presented in a March 18, 2020, Business Insider article by Zoe Ettinger. The flipside of these numbers—which...
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