Wisdom on Wealth Columns

Change Your Behavior to Change Your Life

People often complain to me about how much they’re paying in interest—on their mortgage, car loans, or credit cards. Or, they’ll fret out loud about the future—”How am I EVER going to save enough to live comfortably in retirement?” Here’s an example: Joe: I figure I need at least $1 million to be able to […]

Is Bigger Really Better?

Have you heard about the Pyle brothers? They did most things alike. They married sisters, lived in the same neighborhood, and worked for the same employer. Both planned for retirement. Here’s how the brothers were different.  Big R. Pyle didn’t think much about life’s risks. As a kid, he routinely defied his mom’s “no swimming […]

Financially Frazzled? Do These 6 Things

It’s that time of year when millions are feeling financially nervous (or overwhelmed). The reasons vary… Yes, the market has had two stellar years. But that’s old news. What about THIS year? You hear about wars—and rumors of wars. You wonder if your job or business is safe in this economy. As a result, there […]

New Year … New Financial You

If you haven’t said it out loud, I bet you’ve at least thought it: “What principles should I keep in mind as I set financial goals for the New Year?” May I suggest three powerful resolutions? Author Steven Covey defined responsibility as response-ability. He wasn’t just being cute with words. One of the most profound […]

I Spent Too Much on Christmas … HELP!

I am not a prophet. Nor do I have a crystal ball in my office. But here’s a scenario that WILL unfold in a few weeks. Credit card companies will send out December statements…and millions of stunned Americans will gasp. They—maybe you too—will stare at all those Christmas purchases and moan, “Good grief! I spent […]

The Wise Financial Formula Everyone Needs

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 […]

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