If you lose your job, what emotional and professional support should you expect from your financial planner? Ideally, the planner’s first response would be, “Tell me more about what you’re experiencing. How can I best support you in this moment?” Since every client’s...
Tyler and Kirsten’s family was growing. They had one child, another was on the way, and they agreed that they might eventually want a third. Their two-bedroom house would not suit their needs much longer; it was time to look for something bigger. Before they contacted...
I recently had a somewhat difficult conversation with a vendor about the hourly fee she charged me. The challenge? Convincing her to raise her rates. She had contracted with me for about 18 months at the same hourly fee. I was pleased with her work. I also knew she...
Last week I addressed the gravity of the increased risk of suicide after experiencing a personal financial crisis. This underscores the seriousness with which we all need to approach making financial decisions, especially those involving high-risk speculative...
“What is true about money?” A flippant answer to this question might be something like, “That I ought to have more of it.” Going a little deeper, however, we can come up with a list of characteristics, truisms if you will, to describe what money is and is not. Some of...
How would you feel to learn your financial planner came close to bankruptcy five times in his life? Maybe I should have considered that question before I told the world about my business mistakes in an interview with Morey Stettner that was published July 18, 2022, in...
