#knowledge

Identifying Your Emotions Around Your Money Can Bring You Peace

Identifying Your Emotions Around Your Money Can Bring You Peace

For many people, when the pandemic and shelter in place dramatically changed our personal and professional lives, their general anxieties about financial security shot to the sky. As someone who has "bag lady syndrome," I was surprised that I didn't crawl under my bed and assume a fetal position. The hypothetical scenario of the world coming to an end was something I imagined for years. But I didn't hide, and I will circle back to why in a few paragraphs.

The reality is that no one can predict when the economy will rebound, and very few, if any, are suggesting anytime soon. For now, people will, understandably so, continue to be worried about their financial future.

Can We Be Impartial With Ourselves About Our Money?

Can We Be Impartial With Ourselves About Our Money?

Impartiality is a hot topic in the press these days. The issue of neutrality led me to wonder if we are fair with ourselves. Are we open to new ideas, facts, lessons learned, or are we just critical with our life choices? I posed these questions to my clients as we reviewed their 2019 year-end financial picture and discussed 2020 goals. I, too, need to answer these questions for the same reasons and for the same periods. What follows is some guidance on how you can create your new year/new decade in ways that make sense for your financial goals, while appreciating your life values, principles, money narrative, and thought process.

A Cornucopia for Your Mental Nourishment

A Cornucopia for Your Mental Nourishment

November is the month where we are especially thankful for our bounty, in whatever form it takes. I am grateful for this year’s opportunities for growth, challenge, learning, and listening. In the spirit of the season, I offer you fodder for your nourishment.

Perspective Can Take You Anywhere

We are all in some life transition – either by choice or thrust upon us. It can be hard to appreciate what we know when changes are cascading over us. Put your knowledge in perspective by viewing learning and growth as the contents of three different buckets.