Serving as an executor of a will is an essential and valuable last service for the person who has died. It is also a demanding task that deserves to be taken on with full awareness of its complexity.
Have you experienced financial trauma? Have you experienced ongoing stress that just didn’t let up? Find out some signs of financial trauma.
Can avoiding financial soothsayers be emotionally rewarding? A few of my financial planning clients want to follow a specific stock or investment.
Money Scripts is a term that Brad Klontz, Ted Klontz, and I coined in around 2005 when we were working on one of our co-authored books. We based it on a term “life scripts,” used by some therapists to describe unconscious beliefs that shape people’s behavior. Money scripts, then, are unconscious beliefs people hold around money.
If you’re shopping for financial planning advice, how do you know whether you can afford it? Who’s going to tell you?
If you’re shopping for financial planning advice, how do you know whether you can afford it? Who’s going to tell you?
Unfortunately, I know far too many people who just have no one looking out for them—emotionally, physically, and financially—as they go through retirement.
If somebody is smart enough to be successful and famous, does that mean they are smart enough to manage money? There are many ways to define financial security.
One painful lesson of 2020 has been a first-hand demonstration of the importance of having an emergency fund. 72% of Americans don’t have an emergency fund.
Many people wonder how do I know if I need financial therapy? Here are some things to consider when deciding if you need financial therapy for you or family.
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