Financial Planning

Perseverance Beats Perfection When Rehabbing Habits

“When you’re going through hell, keep going.” Winston Churchill’s advice still applies. If you find yourself having “blown it” once again financially, now is definitely not the time to stop. Now is the time to get back up, dust yourself off and redouble your efforts.  Chrystal and Tony are typical of people I’ve talked to …

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Black Swans: The Enemy of All Perfect Plans

“Didn’t see that coming!” A worldwide disease pandemic. An explosion of race related unrest across our nation. Oil prices going negative. A global financial crisis. A real estate bubble. The Dotcom bubble.  Pundits will blame someone for not seeing “it” coming. Consultants will charge a fee for helping you see it coming next time. And …

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Workers Worry About Money Today, Not Retirement Tomorrow

What causes the average Joe stress at work? Work, right?  Or maybe something about work – a bad boss, poor working conditions, toxic co-workers or maybe just Facebook being blocked on their work computer (“dang IT guys!”). Each year international accounting firm PricewaterhouseCoopers (PwC) sponsors an Employee Financial Wellness Survey. Their 2020 survey asked employees, …

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