What do personal finance and physical fitness have in common?  On the surface, these two important areas of our lives are completely different.  One involves earning, spending, saving, and investing.  The other one is about nutrition, exercise, sleep, and overall health. But if you dig deeper, there are many similarities between health and wealth.  It […]

What if I told you the way you think about money ultimately determines how much you have in your bank account? Our money beliefs impact the way we think about and relate to money in our lives.   Your childhood experiences, all that self-limiting talk, and your daily money habits have a direct impact on your […]

Would you be surprised if I told you that every dollar you spend, save or invest has an impact on you and on the world around you? Financial wellness is all about using your money in a way that aligns with your values, goals, and priorities.  The idea is that you are in control of […]

“An investment in knowledge pays the best dividend” – Ben Franklin. I don’t need to explain that reading a good financial book is worth it.  Nothing beats picking up an old-fashioned book to dig deeper into a money topic.  A study of 1200 world’s wealthiest people (including Bill Gates and Warren Buffett) found they all […]

Have you seen the statue of the fearless girl facing the Wall Street bull?  She is brave and confident.  She is ready to take on Wall Street’s boys club and take charge of her financial destiny. There is plenty of research to suggest that women actually make better investors than men.  For example, according to […]

“By periodically investing in an index fund the know-nothing investor can actually outperform most investment professionals.” – Warren Buffett. If you were to ask Warren Buffett (arguably the greatest investor of all time) what you should invest in, he would suggest that you buy index funds. He has also instructed his estate’s trustees to put […]

Why Should You Automate Your Finances? Automating your finances is the single most important step you could take to set yourself up for financial success. First, taking control of your money should not be about discipline or willpower.  We all have busy lives.  There is not enough time or willpower to constantly work on your […]

Your days are full of work projects, carpools, busy to-do lists, and you haven’t had the time or the confidence to talk to your kids about money and investing yet.  You don’t even know where to begin.  I see you, and I get it.  Because I’ve been there…But I’m not anymore. What if I told […]