financial professionals

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.