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Life Aspiration Planning

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....

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,...

Are We Living In The “Good Old Days”?

For anyone following current news, whether from mainstream sources or the more extreme corners of the Internet, it may seem that the world is spiraling into chaos. That same narrative is frequently echoed by politicians and political candidates. Are things really that...

Can You, Too, Become an Investing Genius?

“I guarantee to make you an investment genius in six months. Send me $199, and I will reveal my secret.” Of course, I am not serious. Please don’t send me money. Please don’t send any, either, to other self-proclaimed “experts” who are serious about scamming you with...

Suddenly Single, With Wealth–Is There a Problem Here? Part Two

Being left solely responsible for wealth through divorce or widowhood later in life comes with its own set of responsibilities, opportunities, and challenges. As with so many financial life events, it is often the emotional challenges that are the hardest. 1....

Financial Life Planning: A Job, a Career, or a Calling?

Is the work you do to make a living a job, a career, or a calling? Recognizing the difference can pay you great dividends in many ways. A job is a paid position of regular employment that puts bread on the table but doesn’t necessarily provide a lot of satisfaction or...