What’s Your Money Personality? TAKE the QUIZ

Financial Magic—Crystal Balls and Annual Plans

Financial Magic—Crystal Balls and Annual Plans

A couple of Saturdays ago, I finally sat down with my magic crystal ball. I was ready to create my personal annual spending plan. I was a bit nervous this year about what I would see in the ball. I am finishing a large construction project on my house, and my son is...
You Can Have Anything You Want…

You Can Have Anything You Want…

Often, when clients come to see me, they are afraid I will tell them they can’t afford to have something they really want. They fear that they won’t be able to take that vacation to Europe or perhaps they shouldn’t be buying so many clothes.  Now, as a money...