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,...
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...
Over the years of writing these columns, I’ve tried to maintain a mix of topics that address both the technical aspects of investing or financial planning and the emotional component of our money behavior. I realized recently that, despite my love of numbers and...
For decades, I have maintained that anyone seeking a financial advisor is best served by a professional who has a fiduciary responsibility to put clients’ interests ahead of their own. One indicator of a planner’s fiduciary status is how they make their money. The way...
Is Financial Trauma Holding You Back From Living Your Best Life? By Alana Benson April 17, 2024 Whether it’s going to bed before midnight, eating broccoli, or dealing with your finances, doing the “right” thing can sometimes feel like a herculean effort. Similar to an...
