What is a Money Script? And What are Yours?
You would think that, as a financial planner, I would know my own money script. After all, money is what I think about almost all of the time! But, maybe not surprisingly, I didn’t know what I thought I knew about myself and money until I took a course on money scripts. As I’ve reflected […]
How Will This Crisis Change You (And Your Financial Plan)?
The recent global pandemic has thrust one thing to the forefront in our lives: uncertainty. Uncertainty over whether our health will be impacted or not. Uncertainty over what the fallout will be. Uncertainty over what life will look like after shelter-at-home is lifted. It is a defining moment in all of our lives. It is […]
How To Reduce Money Anxiety & Feel More in Control!
Mental accounting is an economic concept that has gained recognition over the past thirty years. Popularized by economist Richard Thaler, mental accounting describes how we often mentally segment money for different purposes despite the fact that our money is fungible. In other words, the money coming into our lives — income, bonus, gifts, inheritance — […]