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Tag: Financial Planning Psychology

Finding Client-Based Financial Planning

https://www.youtube.com/watch?v=jmBt3lpBQsk Anyone who sent a check to the IRS this month certainly doesn’t need to be convinced that there is a relationship between money and feelings.  I can personally attest that paying a hefty tax brings up a great deal...

For Financial Success, Outsmart Your Brain

Watch this video on YouTube How’s this for a convincing excuse not to save for retirement? “I can’t help it. The human brain is programmed for financial failure.” An estimated 80 percent of our decisions are made emotionally. Our brain is...

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...

Planning For the Health Care Plan

Watch this video on YouTube Whether you support or disagree with the inevitable health care plan coming out of Congress, it will be wise to pay close attention to the financial consequences of the legislation. Consequence One: Higher Taxes. The House bill puts an...

Top Ten Beliefs Behind Poor Money Choices

Each of us has a set of unconscious beliefs about money, or “money scripts.” These beliefs, commonly formed in childhood, shape our financial choices in adulthood. Money scripts are partial truths, but one of the reasons they cause problems in our lives is...