"If you believe you can, or you can't, you're right." —Henry FordOur beliefs and values shape our behavior and financial decisions more than we realize.If we hold limiting beliefs such as "I can’t save right now” or “I doubt I could ever be prosperous,” we can...
Newsletter
Retiring with Zero (To Prove)
This year marks a significant milestone, as over 4 million people are set to turn 65, making it the largest cohort to reach the traditional retirement age in a single year. In the coming months, the impact of this demographic shift on the economy, social security,...
In Flying And In Finance, Put Your Mask On First
As we step into more spring-like weather and look ahead to the summer travel season, many are saying 2024 is the year when global tourism fully rebounds to pre-pandemic levels.That’s why the Forbes article "In Flying And In Finance, Put Your Mask On First" resonated...
Celebrating Women’s Financial Empowerment in March
March is Women’s History Month, and to kick it off right, 93-year-old former professor Ruth Gottesman made her mark on the world by donating $1 billion to ensure that students at a Bronx university received free tuition in perpetuity.“I’ve never seen anybody behave...
New year, new rates? How to prepare or pivot, if need be.
Interest rates affect us all. Whether you’re seeking the highest rate for your savings or the lowest for your mortgage or credit cards, knowing how to manage this aspect of your finances is increasingly important in an ever-changing environment.Though most forecasters...
What’s more valuable – time or money?
Given the choice between more time or more money, which would you pick? This question is not just a thought experiment but a reflection of the trade-offs we make daily in our pursuit of happiness and success. How you answer can significantly impact your saving,...
Learning to Spend Money on Love
Love is in the air! And continuing in the spirit of Valentine’s Day, this week, let’s explore an often overlooked intersection - where love and money meet. Understanding the connection between your personal relationships, financial well-being, and overall happiness is...
The Biggest Tax Mistakes
On average, people spend about nine hours completing their taxes, providing ample opportunities to make mistakes. And though errors are an inevitable part of life, the one time you really want to avoid them is on a tax return. So, now that tax season is underway, it...
[Budgeting] A little bit louder now
Are you familiar with the Wall Street Journal columnist Jason Zweig? He’s a longtime personal finance journalist who writes about best practices for investors. For years, his consistent message about tuning out daily volatility to focus on your long-term goals has...
Coaching for the win!
As the Super Bowl approaches, let's talk about the game-changer in financial success – having a good coach. Just like in football, a financial advisor can be your money coach, guiding you to victory and holding you accountable for those crucial financial plays. A...