The Role of Investment Advice in Financial Planning
Seek an advisor whose services meet your specific needs. Financial planning is about so much more than prior investment returns.
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Planning for the Future while Living in the Present
Making plans while anticipating the necessity of future revisions allows us to balance our present desires and future needs.
Breaking Free from Perfectionism
Perfectionism is a harmful tendency rooted in patriarchy and white supremacy. Like all aspects of life, our finances will never be perfect.
Planning and Pivoting
Planning does not mean devising an unchangeable blueprint. Rather, planning is stating intentions and setting a flexible course of action.
Gender and The Job Search
There are societal reasons women may be less aggressive in their job search and the encouraging statistics showing we are very hirable.
Scrimping has Benefits and Drawbacks
Scrimping may be a conscious and beneficial decision. It may also be based upon outdated situations, needs, and beliefs.
Quiet Quitting Has Been Decades in the Making
The term may be new, but the trend towards quiet quitting has been building for decades. Economic and workplace deterioration has lead to burned out, frustrated workers.
Is Your Advisor a Good Fit? Considerations Beyond the Resume
The relationship with your financial professionals is key. What are some indications that a provider may not be a good fit?
Steps for Overcoming Financial Anxiety
Financial Anxiety is very real. Some simple steps can help people make progress without triggering feelings of overwhelm or inadequacy.
Financial Anxiety And Why It Impacts So Many Women
The financial industry was designed to appeal to those who were socialized as male, This leaves women experiencing financial anxiety.
Rainbow Washing: Don’t Be Fooled
Many of the same corporations that sell rainbow merchandise donate to anti-LGBTQ causes. Beware rainbow washing when making a purchase.
Pandemic Decision (and Re-Decision) Fatigue
Decision fatigue has been exacerbated by the pandemic. We encounter rapid change and with each shift our decisions must be re-evaluated.
Modifying Irrational Spending Behaviors by Exploring the Root Causes
Spending behavior cannot be changed through willpower alone. We must uncover the need being met by the spending and alert ourselves to systemic influences.
Expanding our Capacity for Complexity
Complex and nuance are vital, yet often overlooked in our society. We can hold space for multiple conflicting thoughts and feelings simultaneously.
Societal Messaging Results In Financial Contradictions
Contradictory societal messages can cause us to feel financially irresponsible. We are often being held to multiple incompatible standards.
The Challenge of Saving
With so many Americans are not saving adequately for retirement we must look at the larger social picture to determine the reason.
Opportunity Cost: There is Always a Trade-Off
Opportunity Cost means that for each decision we make there is something we give up. In Budgeting and Investing we evalute these trade offs.
The Power of Acknowledging Our Financial Accomplishments
We all have unique skills and acomplishments. This includes our financial achievements. There is power in acknowleding these skills.
It’s Not About the Money
Money is important. But, we must explore beyond the desire for money to discover our true wishes. What is the why behind our desire for money?
My 2022 Theme Word: Boundaries
My theme word for 2022 is boundaries. Boundaries help us and others to set expectations and recognize limitations. I plan to establish and reinforce boundries in my personal and professional lives.
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