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Financial Therapy

Winning Financial Strategy Combines Strong Offense and Defense

Thirty years ago, jogging with a friend, I told him about the difficult time I was having financially. Even though my business’s earnings were very good, the profitability wasn’t where it needed to be. After listening to me for several miles, he said something I’ve...

Rate Your Financial Wellbeing: Part Two

Continuing last week’s exploration of characteristics that define financial wellbeing, this week we’ll look at eight positive C’s and their negative counterparts. Again, I suggest considering where you see yourself along the spectrum between each pair. 1....

Rate Your Financial Wellbeing: Part One

At the beginning of a new year, many people resolve to do better at managing money. These resolutions often focus on past failures and ineffective financial behaviors in an effort to fix what isn’t working. Financial professionals like me often emphasize that same...

Searching For Joy In Holiday Giving

One of my clients, whose immediate family includes 30 people, has described himself as a Grinch when it comes to Christmas gift-giving. “Every year I swear I’m going to shop early, and every year I procrastinate. I never know what to get for people, and it seems...

Wealth Equals Wellbeing Only If You Spend It When You Need To

In A Christmas Carol, Charles Dickens vividly brought to life one of fiction’s most famous misers, Ebenezer Scrooge. He was a “tight-fisted hand at the grindstone, a squeezing, wrenching, grasping, scraping, clutching, covetous, old sinner! Hard and sharp as flint,...

How to Find a Qualified Financial Therapist

If last week’s column helped you determine that you would benefit from consulting a financial therapist, how do you find one? Rule number one: don’t automatically assume that someone who advertises they are a financial therapist is qualified. Anyone can call...