The word “money” can bring up negative emotions and feelings for many people. In fact, money is the most cited factor that negatively affects U.S. adults’ mental health. Therefore, it’s important for ...
When it comes to clients implementing the action steps needed to move toward their financial and life goals, more is at play than just needing the knowledge and resources to take action. Whether or ...
As a financial planner, I am asked to create strategies and solutions to help people achieve their financial goals. Clients share their goals, and I create a road map with savings schedules that will ...
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Money Scripts: How Your Childhood Shapes Your Wallet
These are statements many of us heard growing up. Harmless at first glance, but deeply influential. These beliefs—what we call money scripts—can quietly shape our financial behavior well into ...
If you keep your life savings in certificates of deposit or a savings account at your local bank, that decision may be based on a common money script: "You can't trust the stock market." This belief ...
Stacey Tisdale previously held roles as a financial journalist at The Wall Street Journal and CNN. She found herself constantly stressed out and making bad financial decisions. Tisdale uncovered her ...
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