Have you ever found yourself waiting for the “right time” to tackle a difficult task? It may be a complex conversation you need to have with a partner, a looming […]
Continue readingDiworsification or Diversification?
We often talk about the emotional side of money, but sometimes the barrier to peace of mind is purely logistical. Over a lifetime of working, moving, and saving, it is […]
Continue readingBreak the cycle: why it’s time to talk about money
For generations, families have carried financial stress in silence. Conversations about money are so often still avoided, shared in whispers, or shut down entirely. Sometimes out of shame. Sometimes out […]
Continue readingTransformation takes more than information
(This is the last blog of three about biases and how they impact our financial planning, all published this month.) If you’ve ever walked away from a brilliant webinar or […]
Continue readingPlan responsibly and still live beautifully
There’s a myth that responsible planning means sacrificing joy. This myth often has people believing that if you budget, you’ll feel restricted. If you invest, you’ll have to wait forever. […]
Continue readingBeing “rational” isn’t always the goal
If financial planning were just about logic, calculators would replace conversations. But as we all know, that’s not how life works. Your relationship with money isn’t built solely on maths; […]
Continue readingGuilt trips and fear traps
If you’ve ever said yes when you wanted to say no, put off a financial decision because it felt “too late,” or made a big purchase just to silence a […]
Continue readingBlind spots we live with
FACT: It’s hard to see what we can’t see… One of the hardest truths to accept — in finance, relationships, and life — is that our thinking isn’t always as […]
Continue readingAlignment over excess
When we talk about happiness with our family, friends and colleagues, it’s easy to fall into the trap of assuming that more is always better: more money, more options, more […]
Continue readingShort-term wins in long-term planning
When it comes to financial planning, some goals can take decades to come to fruition. Retirement. Paying off a bond. Funding education. Leaving a legacy. Long-term goals matter; they guide […]
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