How to Make Smart Financial Decisions in Stressful Times, According to a Financial Therapist By: NBC Palm Springs July 7, 2025 When economic headlines, global unrest, or personal stressors pile up, financial planning can feel overwhelming. But according to Rick...
How often should you meet with your financial planner? Almost any advisor will say at least annually. Many clients, however, believe they only need to meet with their financial planner when they have a specific need, when something financially requires attention. I...
Are you a workaholic, or are you someone who works hard at what you love to do? Does the distinction really matter? As a recovering workaholic who loves what I do, I have to say that it does. Even though workaholism is generally considered a mark of success and...
The Journey to Financial WellnessWatch this video on YouTube One of the most important financial journeys we can take is the path to financial wellness. Building financial security and independence, while certainly important, makes up only one slice of the whole...
Follow Scrooge's Path to Financial ChangeWatch this video on YouTube Last week we discussed the most important step of changing a problematic financial behavior: becoming willing to admit that changing the behavior is important and to seriously contemplate the...
