Here’s a wise “formula” we don’t talk about much: “What you expect” minus “What you get” equals “How disappointed you feel”I see this all the time in the realm of finance.For example, someone will complain, “I get NO attention from my broker! I know my account is small, but I always have to call him […]

My back has been hurting on and off the last few years. After trying various solutions, I finally found a therapist who gave me some exercises that work. Talk about a difference-maker! They not only help me feel better, they address the root cause of my pain.  But here’s the “shocking” great discovery I’ve made: […]

You’re pondering two different job offers. One pays more, but the other offers better benefits.  Since security matters to you, you’re leaning towards the job with better benefits. You ask me what I think. I’ll answer your question with a scenario: Suppose your boss owned your house. Here’s why I say that… In years gone […]

Most of us know someone who has achieved great financial success, yet still isn’t satisfied. Their life seems to prove the old maxim that “Money can’t buy happiness.”  However, if we’re honest, most of us would still have our doubts. We’d like to experience wealth—even if only for a while. (Probably because we know that […]

It’s been said that the top three sources of marital conflict are money, sex, and in-laws (not necessarily in that order). As a financial planner, I’m only qualified to address one of those issues. So, last week we tackled the subject of “marital conflicts over money.” We identified four possible outcomes to such conflicts:  Today, […]

I’m not a marriage counselor or family therapist, but I know this: One of the biggest sources of tensions for couples is money. Finances have a way of triggering conflict or fueling old resentments. What can we do about this? Well, first, we need to understand the different ways we tend to deal with conflict […]