Avoiding Money Extremes (Video)

When it comes to managing our money, it seems like many people fall into one of two extremes: neglect or obsession.  On the one hand, some people avoid managing their money.  It may be out of laziness or the fear of what they will find. Other people go to the opposite extreme and micromanage their finances.  They are obsessed with checking …

College Entrance Game Plan

The book “College Entrance Game Plan” by Dan Bisig and Ryan Clark is a fabulous resource for parents with kids in junior high and high school. It’s the ultimate guide to organizing and funding college and contains a wealth of information. Some of the topics covered are: career identification, college selection and comparison, monthly timelines to keep you on track, …

Summer Coaching Special!

Summer is my favorite time of year: swimming, golfing, picnics, and fireworks!  Summer is also the perfect time to begin your journey to your Preferred Financial Destination, because I’m running a special deal for new coaching clients! Money is emotional, yet many people attempt to manage their personal finances logically and become frustrated when they fail. My Mindful Money Management …

Post Mortem Budget Examination (Video)

Many budgeting gurus recommend sitting down monthly, with your spouse or partner if you’re married, and formulate a budget for the upcoming month.  However, it’s important that you do something else FIRST.  And that is taking a few minutes to do a “post mortem examination” of this month’s budget.   Ask yourself: What worked well this month? What categories did …

Make It a Treat (Video)

I recently read the book, “Happy Money: The Science of Smarter Spending” by Elizabeth Dunn and Michael Norton.  The authors made the  interesting discovery that people enjoy purchases like fancy lattes, Belgian chocolate, and massages MORE when they had them LESS often.  Why is that? When something is an occasional treat, rather than part of your routine, you have more happiness and …