10 Questions to Ask a Financial Advisor

Hiring a new financial planner can be a stressful process, especially if you’re a novice investor. You might not even know the questions to ask a financial advisor during interviews. Sure, there are the obvious two: 1.) How long have you been in the business, and 2.) What are your qualifications? But knowing a financial planner’s experience and certifications still …

Expensive Divorce Mistakes to Avoid

Expensive Divorce Mistakes to Avoid Our hearts can hijack our common sense when it comes to personal finances. If you’re currently in the midst of a separation or divorce, you’re at an increased risk for making emotional money mistakes. Even splitting from a long term partner is stressful, especially when you’re living together and financially entangled. Here are four expensive …

Married, But Financial Roommates?

In my financial coaching practice, I’ve noticed a trend lately. I’m encountering more and more married couples who are financial roommates. This means they’re keeping their finances completely separate. It’s not my imagination either. According to a recent study of the money habits of millennials by Bank of America, 28% of millennial couples say they keep their finances completely separate. …

What to Do During Your Weekly Money Date

Other money gurus preach the practice of holding a monthly budget meeting, but not me! I much prefer my clients have a weekly “money date” instead. Why? If you’re only checking in with your money progress on a monthly basis, you have the opportunity to get way off track. By doing this weekly, you’re more in tune with your money …

How Do I Get My Wife to Stop Spending Money

How Do I Get My Wife to Stop Spending Money?

You open your monthly credit card statement and almost faint when you see the total. Oh. My. God. How do I get my wife to stop spending money? There must be some mistake, right? As your shock subsides, anger rushes into take its place. “Honey! Get in here!” you bellow. The dreaded monthly credit card fight is about to begin. …

What Happens to My Money When I Die?

If you were to die tomorrow, do you know what happens to your money? What happens with your banks accounts, investments, retirement funds, and insurance policies? Trust me, no one likes to think or talk about their own death, but we all will die at some point (unless you’re an immortal vampire!).  And there’s nothing more loving you can do …

Money & Communication in Relationships {PODCAST}

Does talking about money cause distress in your relationship? Communication and relationship coach, Erica Holston of Vine Life Coaching, is our special guest on this episode. She’ll be giving us tips to better talk to our significant others about money without fighting! Communication in Relationships Make Time by Slowing Down – We can get so busy with our lives with our careers, …

Couples and Money: When Opposites Attract

Couples and Money: When Opposites Attract In love and money, we have a tendency to be attracted to someone who is our polar opposite. While this can be exciting, it also has the potential to be stressful. When your significant other wants to handle the joint finances differently, that’s when the money fights start! Is there a way to compromise …