How many of us would consciously leave our front door unlocked when we leave home? Or not lock your car and leave valuables in plain sight? Of course none of us would deliberately do that. There is a fancy phrase to cover how careful we are with our actions to avoid...
There are 2 key components to achieve financial success. The first is delayed gratification. Do you remember the Stanford experiment where a child was left alone in a room with a marshmallow for 15 minutes? They were told that if they waited to eat it they would get...
Late last week the weather finally gave me a chance to do a quick grocery run before meeting a client for lunch. On my list at the warehouse store were the big containers of cashews for my husband. I was astounded to see that the price had gone up again to one penny...
I am going to depart from my informal rule of not commenting on the market. In part I have this rule because many other financial articles focus on that aspect of finances. Research has proven that investor behavior contributes more to long term financial success than...
I have heard this sentence many times, which doesn’t vary much during client meetings. “I know that document you need to look at is in a box/pile/that room/somewhere.” If I have not prepared the client ahead of time off they will then go to find the required... 
