In the name of love: Get your legacy binder together financial health intergenerational wealth transfer legacy sudden wealth Feb 16, 2021

February, in the US, is often known for being a month dedicated to and all about love. But February should not only be about valentines, it should be about recognizing the love of one-self, family, and friends. As part of your financial health journey, you are building...

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“I want to get on the same financial page with my partner but I am not sure how". Three ways to get your partner motivated about financial health. couples and money financial health Jan 26, 2021

 

It’s time to acknowledge the literature and research about money and relationships. Scream it from the top of your lungs: “Money will impact my relationship!” On one side of the spectrum, money can cause stress, uncertainty, or fights which can impact the...

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Wrestling with money vigilance: a personal money story financial anxiety financial health Jan 11, 2021

 

According to Brad Klontz, a financial psychologist, CPA, researcher, and author, he reports that a person with money vigilance is alert, watching, and concerned about their financial health. In doing my own mindset work in the financial arena, I am a person with fairly high...

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How to navigate the holidays by setting financial boundaries financial boundaries financial health Dec 01, 2020

 

The holidays are quickly approaching and will look different this year secondary to the pandemic. However, no matter what your financial situation, holidays can bring financial stress. Get on top of this stress, by giving yourself the best gift ever: Financial Boundaries. ...

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