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Archive For: Personal finance

Spending Plan vs. Budget

Often when we work with new clients, they will use the term “budget” when talking about wanting to know how much they’re spending each month. We gently tell them that we don’t believe in budgets because people rarely stay on a budget, much like a severe diet is hard to ... Read More
 

Summer Financial Fitness

We’re about half way through the Summer and it’s a good time to remind you that your financial fitness should not slack off just because the rhythm of life is different. Too often we see people fall of their financial fitness regime because of vacations. It’s easy to spend more, ... Read More
 

How To Look at Debt

My wife suggested this blog post idea. She was reading a blog post by Darren Hardy on how to get out of debt (you can read it here) and asked me why I never write about the topic of getting out of debt. I told her that our clients don’t ... Read More
 

Essential Investment Tool: Earplugs

In a wonderful article that John S.Tobey wrote last week for Forbes magazine, he points out that an investor needs to block out the noise that surrounds us these days. He notes that the news media frenzy over the U.K.’s vote to leave the European Community was overwhelming speculation and ... Read More
 

Think Wealthy, Be Wealthy

Of the seven SmartMoney Rules™ that we coach our clients to adopt and apply to their financial lives, the most important is the first one: have the right money mindset. Why is this so important? Because thoughts lead to feelings, which lead to actions, which lead to results. While our ... Read More
 

Investing Mistake #3: Behavior Errors

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“(available from Amazon.com) came from creating a list of the most common investing mistakes we see investors make. Today’s post covers the third of three broad categories of investing mistakes many investors make – behavior errors. Investor behavior ... Read More
 

Investing Mistake #2: Poor Execution

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“(available from Amazon.com) came from creating a list of the most common investing mistakes we see investors make. Today’s post covers the second of three broad categories of investing mistakes – poor execution. Even if you have ... Read More
 

Investing Mistake #1: Flawed Investment Approach

The idea for my new book “Ditch the Guesswork: Creating Reliable ROI for Time-Starved Investors“  (available from Amazon.com) came from creating a list of the most common investing mistakes we see people make. Today’s post covers the first category of investing mistakes – a flawed investment approach. Investing success starts ... Read More