fbpx

Tag: Financial Coaching

Winning Financial Strategy Combines Strong Offense and Defense

Thirty years ago, jogging with a friend, I told him about the difficult time I was having financially. Even though my business’s earnings were very good, the profitability wasn’t where it needed to be. After listening to me for several miles, he said something I’ve...

Investment Success Based on Client Behavior as well as Portfolio

Watch this video on YouTube There’s an essential aspect of investing that, most likely, neither you nor your financial planner have been trained to see: Your long-term financial success is based less on the structure of your portfolio than it is on your ability...

Money Problems and Your Mind

“Sometimes financial literacy doesn’t work.” That’s what Rick told Anne Kates Smith of Kiplinger’s Personal Finance magazine for an article published in the August issue. Not that Rick is opposed to financial literacy. But he and other...

Therapists, Key To Client’s Money Issues

“Amid all the chaos and anxiety wrought by the tumultuous stock market and murky economic outlook, a small but growing number of advisers are enlisting the help of therapists — not for themselves but for their clients.”  Lisa Shidler from Investment News...

Building A Financial Support System

Someone who owns a business or has accumulated some wealth is likely to have the support of a network of financial professionals, such as bookkeepers, accountants, attorneys, and financial planners. That same level of support would certainly be useful for anyone just...