Personal Finance

Not Your Parents’ Financial Planners

Not Your Parents’ Financial Planners

(Introducing a New Breed of Planners You Can Really Connect With)

  Money is an emotional thing. Yet the focus of financial planners has traditionally been on numbers and portfolios. And frankly, that’s a little intimidating for some. But over the past several years, more and more advisors are trying to incorporate the human element (after all, Gen X did... Read More

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Spend on This, Not That

Spend on This, Not That

5 Spending Rules That Can Boost Your Happiness Level — and Your Bank Account

  This post originally appeared at NBC Today show money correspondent, Jean Chatzky’s blog at JeanChatzky.com.   Think about how much cash you throw away each year on items you rarely—if ever—use. And how many things you buy that actually make you happier. The answers are probably... Read More

How To Enhance Your Brand AND Reduce Stress

How To Enhance Your Brand AND Reduce Stress

Have you seen the documentary Happy? It’s available on Instant Netflix and explores what makes people around the world happy. Of course, this global perspective lends itself to showing the viewer the different ways in which people seek happiness and what is effective for them. It may sound a bit... Read More

What YOUR Financial Picture Should Look Like Right Now

What YOUR Financial Picture Should Look Like Right Now

(A Quickie Guide)

  Most of us wonder where we stand financially compared to others our age (I know I have), but unless you’ve been to a financial planner who can lay it all out for you—where you stand vs. where you should be—you probably have no idea. Just don’t make the mistake of looking at others,... Read More

14 Financial Tips for 20-Somethings  (That Can Help You Thrive At Any Age) — From a Gen Y Advisor

14 Financial Tips for 20-Somethings (That Can Help You Thrive At Any Age) — From a Gen Y Advisor

  In the latter half of my twenties I’m experiencing the same financial issues many of my younger clients and peers are facing. My generation has faced some fairly rough times thus far. We’ve been through a war, a nasty recession, a horrific job market, and a real estate bubble that has left... Read More

Are You a Wealth Generator?

Are You a Wealth Generator?

  This was one of my aha money lessons years ago: Growing your wealth has nothing to do with how much you make. When it comes to generating wealth, net worth is what counts. In fact, studies show that those in certain high-income fields are at risk for diminished net worth. According to a recent... Read More

3 Reasons Why It’s Not Selfish or Unspiritual to Want Money, Success and Happiness

3 Reasons Why It’s Not Selfish or Unspiritual to Want Money, Success and Happiness

  Many years ago I struggled with this question like so many others. Was it okay to want nice things when millions of people didn’t even have their basic needs met? I wanted to make good money, but did choosing a well-paying career mean I was just in it for myself? I also wanted to serve and... Read More

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4 Numbers You Need to Know to Grow Your Money

4 Numbers You Need to Know to Grow Your Money

(So You Can Stop Winging It and Start Bringing It)

  It took me a long time to figure out the most important piece of the puzzle when it comes to growing... Read More

Not Everyone Will Like You and That’s Not a Bad Thing

Not Everyone Will Like You and That’s Not a Bad Thing

  I’m sure most of us have been guilty at some point. Wanting someone who clearly doesn’t... Read More

The Mighty Few

The Mighty Few

How I Stopped Wasting Money On (Gasp!) Clothes and Started Saving More

  I admit, fashion can seem like a superficial topic. It almost feels silly to talk about it in... Read More

Are You Undervaluing Yourself? It Could Be Costing You

Are You Undervaluing Yourself? It Could Be Costing You

  I don’t know about you, but I find this quote by Michelangelo a bit scary: “The greater... Read More

Conquering Fear and Using It To Succeed

Conquering Fear and Using It To Succeed

  When you play chess, you can’t get stuck playing defense. If you spend every move blocking someone... Read More

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