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Tag: Money Scripts

Why Would You Pick Up A Penny?

Recently I spotted a penny on the ground. In a nanosecond, the following discussion played out in my mind: “Pick it up, it’s free money!” “It’s only a penny, it’s not worth the effort.” “But it’s still a penny, to walk on by would be wasteful!” “Spending time...

Rate Your Financial Wellbeing: Part Two

Continuing last week’s exploration of characteristics that define financial wellbeing, this week we’ll look at eight positive C’s and their negative counterparts. Again, I suggest considering where you see yourself along the spectrum between each pair. 1....

Searching For Joy In Holiday Giving

One of my clients, whose immediate family includes 30 people, has described himself as a Grinch when it comes to Christmas gift-giving. “Every year I swear I’m going to shop early, and every year I procrastinate. I never know what to get for people, and it seems...
Should Clients Know Their Advisor’s Net Worth?

Should Clients Know Their Advisor’s Net Worth?

Should Clients Know Their Advisor’s Net Worth? Written By: Jacqueline Sergeant October 2, 2023 Should clients be concerned if their advisor shies away from questions about their own finances? “I would say it’s a red flag,” said author and certified financial...

How Money Scripts Affect Funeral Planning

The unconscious beliefs we hold around money affect our financial choices throughout our lives—and even beyond. Our money scripts have an impact on the way we think about final expenses for our loved ones and ourselves. I was reminded of this as I read about a recent...