Typically, inflation and interest rates are in an “inverse” relationship: When rates are low, inflation tends to rise. And when rates are high, inflation tends to fall. Moneyweb recently wrote […]
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Recognize. Interrupt. Change.
“We cannot change what we are not aware of, and once we are aware, we cannot help but change.” – Sheryl Sandberg The foundation of most of our ongoing frustrations […]
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Rewriting retirement rules of thumb
At the end of any retirement planning conversation, we should always end with how our plan is unique to our own situations. But at the beginning, during the exploratory stage, […]
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Finding the healthy positive
Everything we know, believe, and feel is based on our internal thoughts. Positive thinking gives us extraordinary power over our thinking and ourselves (Strycharczyk & Clough, 2015). Some people are […]
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Ready and Willing
Here’s the thing about financial planning: we don’t plan out of fear; we plan so that we can extend our peace of mind. This is why wills form such a […]
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Messy, not perfect
It’s hard not to become fixated on getting things perfect. It may not be in all areas of our lives, but for almost all of us, we have skills, relationships […]
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Cruise through a cost-of-living crisis
No one likes to plan for a time when we might not have enough money to make ends meet. Often, when we plan or make financial decisions, we assume that […]
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The importance of boundaries
Every day we make decisions to live a life of our choosing. But yet, when asked about what our ideal life could look like, it’s often quite different from the […]
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From bags to riches
We often think of things like stocks, bonds, mutual funds, annuities and assets as investments. But, investments are a broad area. According to Investopedia, an investment involves putting capital to […]
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Want to avoid a lapsed policy?
When the purse strings are pulled tight, it’s challenging to look at your statement and see monthly amounts deducted for insurance payments. Whether the risk policies are for health care, […]
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