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Tag: Financial Coaching

A Primer on Therapy vs. Coaching

Kathleen Burns Kingsbury posted a story from the Boston Globe that caught my eye.  It’s on the differences between coaching and therapy.  This is something I’ve written about extensively in the past in the books I co-authored with...

Having Enough Money for Retirement

Are you worried about having enough for retirement? You aren’t alone; the rich are worried, too. A recent survey shows that half of wealthy Americans consider their retirement planning an area of “high concern.”  An article by Tierney Plumb,...

Need a Money Makeover? Start With Your Money Scripts

It’s a good idea to be cautious about anything that promises a quick fix, whether it’s an “instant” weight loss product, an “effortless” exercise gimmick, or a “simple” solution to all your money woes. I was hesitant,...

Guidelines for Lending to Family Members

With banks and credit card companies tightening their lending practices, some would-be borrowers are looking for loans from another source—that long-established institution, the First Financial Family Bank. Loaning money to friends or family members has so many...

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

Watch this video on YouTube 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...