Could You Be Saving Too Much Money?

  Could you be saving too much money? That is the premise of the book I just finished reading called, Die with Zero by Bill Perkins. I picked it up somewhat reluctantly because dying with zero money seems to go against everything I’ve learned about personal finances over the past two decades. And many of the clients I work with …

New Level, New Mindset Devil

  When we’re pursuing financial success, often a new level comes with a new mindset devil.  We’d like to think once we’re earning six-figures, it’s because we’ve conquered all of our money mindset demons. But I have found that’s rarely the case! When we ascend to new financial levels, encountering unfamiliar money situations, we frequently discover new mindset devils we …

Push Beyond Your Money Comfort Zone to build wealth

Push Beyond Your Money Comfort Zone

Whether we know it or not, we all have a comfort zone when it comes to personal finances. We’re used to a certain amount of income and a certain balance in our savings account or 401k. If you have a sudden positive change in your money, it can be a shock because it pushes you outside of your money comfort …

How to Make Your Dreams Come True

  This year, a dream 8 years in the making finally came true for me! That dream was spending a month every winter in a tropical location. When I worked as an accountant, taking a month of vacation in January or February was absurd and impossible (year-end close followed by tax season). My dream didn’t come to pass exactly as …

My Almost Divorce

The cop threatened to shoot my dog, and at that moment, I knew I had to leave Jeff. The pounding on the apartment door woke me up at 3 AM. I shuffled to answer it, dressed in my milk and cookies pajamas, my dog, Bronx, at my heels. I grabbed him by the collar and held him behind me as …

Trusting Again After Divorce

  If you’re fresh off your divorce, the last thing you want to think about is trusting someone again, especially in the area of money. You need time to heal, and it’s usually not smart to jump into a new relationship without dealing with the issues of your past. However, there likely will come a time when you are ready …

Lessons from the Luxury Car Dealership

  I learned three valuable lessons from the luxury car dealership recently about money, sales, and business. And no, one of them isn’t, “Don’t buy a luxury car!” Because I bought one, and I’m completely thrilled with my Alfa Romeo Giulia. I dish on the details of buying my new cars – even though financial gurus tell you not to …

The Four Best Financial Assets

  What are the four best financial assets you should own? Stocks, bonds, real estate, and gold? Those are all amazing assets but the ones I’m talking about are a little different. These are assets that anyone, at any age, with any bank balance can begin to develop. Here they are in order of importance, from least to greatest. The …

How to Spot a Financial Manipulator

  I know how to spot a financial manipulator from a mile away. Being engaged to one, back in my twenties, gave me a front row seat to the telltale signs. Unfortunately, I didn’t know at the time that I had fallen victim to a financial manipulator until it was too late. By the time I broke off my engagement …