Awareness

The Saver’s Credit: Free money for retirement

Posted by on | Featured

I talk about The Saver’s Credit, and how some people who might have assumed it wasn’t relevant to them might qualify now. (Nothing in this post should be considered tax advice. Please see my Disclosure Policy.) The pandemic probably changed … Read More … Read More

Tags: , , ,

You can still save for retirement after you’ve retired

Posted by on | Featured

If your circumstances permit it, you can continue to save for your future for many years after your retirement. We tend to think of retirement as an event. One day you are working, and boom, the next day, you’re retired. … Read More … Read More

Tags: , , , ,

Do you need a money reset?

Posted by on | Featured

I discuss what it means to have a money reset, and introduce my new mini-course on how to start over with money. It’s common in discussions of mental health to talk about a “reset”. One area for resets is in … Read More … Read More

Tags: , , ,

How to plan for a windfall

Posted by on | Featured

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

Tags: ,

Want to get an allowance? Make a budget.

Posted by on | Featured

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

Tags: , , ,

How to manage pistotikophobia: Fear of your credit score

Posted by on | Featured

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

Tags: , , ,

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

Posted by on | Featured

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

Tags: ,

Are you really earning rewards from your credit cards?

Posted by on | Featured

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

Tags: , ,

What’s your Money Attachment Style?

Posted by on | Featured

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

Tags: ,

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

Posted by on | Featured

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

Tags: