Tag Archives | financial planning advice

Financial Stress in Times of Transition

Stress is what happens when something you care about is at stake. This definition comes from Susan Bradley, CFP, author of Sudden Money and a specialist in the financial aspect of life transitions. The stress around these transitions is a common reason that people seek out financial advice. We tend to be driven to consult […]

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Why Budgets Don’t Work

As a species, humans are notoriously poor at following through with their plans. In this series on living a sustainable life, Tara Siegel Bernard writes that, “Sticking to a budget — a dirty word even among many financial planners, who prefer the more euphemistic ‘spending plan’ — feels too much like dieting. And we often […]

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