Tag: financial balance
Dec 1, 2025
A core purpose of my work in financial planning and financial therapy is to help clients achieve and maintain financial wellbeing. What is that, exactly? One definition I use, which comes from the Consumer Financial Protection Bureau (CFPB), is “a state of being,...
Nov 3, 2025
In making choices about money, do you lean toward enjoying the moment or preparing for the future? Would you call yourself—or your partner—a spender or a saver? We tend to see these contrasting behaviors as a source of conflict, especially for couples. Spenders may...
