What is financial wellbeing? A researcher based in Berlin recently asked me that question. I had a bit of a struggle answering, in part because I write and talk a lot about what financial wellbeing is not. One straightforward definition of what financial well-being is...
Is maintaining good physical health a worthwhile investment? The statistics suggest that in the long run, poor health will cost far more than the money or time it takes to maintain good health. Most of us might say we agree with this conclusion, but our behaviors say...
One in four Americans didn’t get a routine medical checkup in 2019, and 3.3 million Americans have never had a regular checkup. These alarming statistics were presented in a March 18, 2020, Business Insider article by Zoe Ettinger. The flipside of these numbers—which...
“What do you do for a living?” is a common question when we’re introduced to someone new. If there’s no time for conversation I’ll answer, “I am a financial advisor.” The discussion is usually over. If the social situation allows...
Watch this video on YouTube As a long-time advocate of blending financial planning with counseling, I’ve had years of seeing the benefit for clients. I have come to see financial counseling as an investment: one that can pay greater dividends than investments in...
