Blog

Blog

Musings on personal finance and more. Not written with AI since 2012.

How to plan for a windfall

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From an inheritance to vested stock options, you have to have a plan for what to do with a windfall of money before you get it in your hands. A while back, I wrote a post about what to do … Read More … Read More

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Want to get an allowance? Make a budget.

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Many think that making a budget is a restriction, but it’s actually the opposite: an allowance to spend money. I remember when I was a kid, I got an allowance from my parents. I loved it. Who wouldn’t love an … Read More … Read More

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You have a high income, so why don’t you have any money?

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I debunk the myth that there is a correlation between earning a lot of money and having a lot of money, because it isn’t always true. Isn’t it amazing the vast disparities in income? I know someone who pulls in … Read More … Read More

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How to manage pistotikophobia: Fear of your credit score

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Many have an unhelpful and unnecessary fear surrounding their credit score, known as pistotikophobia; here is what it is and how to treat it. Phobias are common. Fear of heights, fear of the dark, fear of flying. But there is … Read More … Read More

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What if your partner isn’t on board with making financial changes?

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You may be excited to work on your financial wellness, but your partner might be resistant. Here’s how to reduce conflict and get more aligned. Financial wellness is a journey, and usually a bumpy one. Often, the journey has a … Read More … Read More

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Are you really earning rewards from your credit cards?

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I discuss the reasons why people say they put everyday spending on credit cards, and ask whether the rewards are really worth it. My biggest professional challenge, by far, is how to convince people not to put their everyday spending … Read More … Read More

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What’s your Money Attachment Style?

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I apply Attachment Theory to financial wellness, and show that people have their own Money Attachment Style. You can find out yours, too. Attachment Theory is fascinating. If you’re not familiar with it, it is the study of how humans … Read More … Read More

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Who needs coaching more: those with higher or lower income?

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A discussion on how your income level and assets can affect your specific needs for coaching and financial wellness. Money coaching isn’t exactly a new field, but it’s unfamiliar to enough people that I find myself having to define it … Read More … Read More

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Why I don’t have to lie anymore

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One surprising benefit of being able to help people through their own money struggles is that I don’t need to lie anymore in my work. I was recently in a meeting for financial coaches in private practice, and one those … Read More … Read More

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Going for my AFC® certification: one year later

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A year ago, I started going for my AFC® certification. Here is an update on how it’s going and what I’ve learned in the process. Last year, amidst a fair amount of personal turmoil (and not even talking about the … Read More … Read More

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