Jan 3, 2022
What makes life worth living? This question is at the heart of financial life planning and financial therapy. I remember my late mentor Dick Wagner, CFP, talking about reviewing a person’s financial statement during a visit to Japan. Along with the normal...
Dec 27, 2021
Gaining the emotional awareness to transform our relationship with money requires taking a difficult but critical journey into the past. As described last week, Ebenezer Scrooge made that journey with the guidance of the Ghost of Christmas Past. Only then was he ready...
Dec 20, 2021
If you were given a magic wand to change anything about yourself that would improve your financial and emotional wellbeing, what would it be? This is a hard question. It is not about changing your financial circumstances through winning the lottery or inheriting a...
Dec 6, 2021
How willing are you to talk about money? Many of us are perfectly willing to talk a lot about others’ money: the cost of government programs, the cost of living, our personal taxes, and public policy on taxing business profits. What we don’t talk about is our...
Nov 22, 2021
Last week’s column on being financially stuck focused on getting help. But what if, for various reasons like affordability or availability, outside help isn’t a practical option? There are some steps you can take yourself to begin getting financially...
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...
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