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Tag: Financial Advice

Is Financial Trauma Holding You Back From Living Your Best Life?

Is Financial Trauma Holding You Back From Living Your Best Life?

Is Financial Trauma Holding You Back From Living Your Best Life? By Alana Benson April 17, 2024 Whether it’s going to bed before midnight, eating broccoli, or dealing with your finances, doing the “right” thing can sometimes feel like a herculean effort. Similar to an...

The Financial and Emotional Power of Being Wrong

One of financial philosopher Dick Wagner’s Money Truisms was “Everybody’s weird about money.” We humans, with our extreme frugality, excessive spending, unwillingness to talk about our money, late-night anxieties, compulsive money rituals, and...
Forget The Hype:  Avoid Bitcoin, Even If It Is Easier To Buy Now

Forget The Hype: Avoid Bitcoin, Even If It Is Easier To Buy Now

Forget The Hype: Avoid Bitcoin, Even If It Is Easier To Buy Now By Larry Light February 11, 2024 Over the past 12 months, bitcoin has almost doubled in price. The advent of exchange-traded funds for the leading cryptocurrency has helped. But as bitcoin and its kin are...
Feeling anxious about doing your taxes?

Feeling anxious about doing your taxes?

Feeling anxious about doing your taxes? What tax pros and financial therapists say will help. By Sarah Hunter Simanson February 1, 2024 Tom O’Saben has seen plenty of angst from clients in his more than 30 years as a tax practitioner. “They’re holding their breath as...
Should Clients Know Their Advisor’s Net Worth?

Should Clients Know Their Advisor’s Net Worth?

Should Clients Know Their Advisor’s Net Worth? Written By: Jacqueline Sergeant October 2, 2023 Should clients be concerned if their advisor shies away from questions about their own finances? “I would say it’s a red flag,” said author and certified financial...