Tag Archives | Financial Advice

What Does “Je Ne Comprends Pas” Mean In French?

It means, “I don’t understand.”  And that is exactly how I felt after reading an article that appeared on the website, based in Quebec, Canada.  Using the rusty French I learned in high school, I think the story is on the rise of financial therapy in the United States.  The article quotes me as saying that […]

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Money Questions We Don’t Ask and Don’t Tell

Talking about money is as much a societal taboo in Australia as it is in the U.S. I learned this from a story by Anneli Knight that ran in the Sydney Morning Herald on August 12, 2009. It quoted Patsy Rowe, author of The Little Book of Etiquette, whose financial advice included “What NOT to […]

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Ways to Save Money and Not Feel Deprived

Cathy Curtis’s article on “10 Ways to Save Money and Not Feel Deprived” is an excellent read on ways to save money while minimizing the pain.  As I read through her list, I was surprised at how many I’ve actually done myself or recommended to clients.   Here are her 10 recommendations: (more…)

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Tips You Need To Know on Homeowners and Auto Insurance

The teleclass with George Frear was one of our best ever.  If you missed it, no worries,  you can listen to the recording.  Here are some of the topics you’ll learn about: 1.  Why you may want to add “Equipment Breakdown” to your homeowner’s policy. (more…)

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Budgeting With the 3 Bucket System

Based on my experience as a financial planner and a partner of Atkinsons Chartered Accountants, most Americans have no clue what they should be spending on their lifestyle. The problem is that most of us are not anticipating the “unexpected” expenses like car repairs and medical bills. It’s rare that these are actually unexpected; it’s […]

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