Tag: financial wellbeing
Oct 12, 2026
Having spent years selling and appraising real estate, I’m familiar with the usual measures for valuing a house. Price per square foot, comparisons to similar properties, and the guideline of keeping housing at or below 25 percent of what a household earns are...
May 11, 2026
When you think about building wealth or financial success, what’s your “freedom number?” This is the term that financial planner and therapist Prudence Zhu uses for what is often called “financial independence.” It means having enough passive income to live on without...
Apr 6, 2026
Do billionaires need financial therapy? The very idea probably seems ludicrous. Why would someone with such immense wealth and power have issues around money? That question is one of the topics addressed in a new book, Financial Therapy for Men, edited by Dr. Prince...
Dec 1, 2025
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,...
Nov 18, 2024
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...
