Money Messages & Money Mentors

Your clients’ attitudes and beliefs about money have their roots in value-laden messages they have picked up along life’s journey.  These money messages were not only clothed in the words of others, but in the behaviors they observed as well.  To discover the roots of current financial feelings and behaviors, it is important for them […]

Read more »

When SMART Goals Are Not Always Wise

Many of us have been taught about setting goals through the use of the SMART acronym.  The theory is that in order to be successful in our pursuits, our goals must be: Specific  Measurable  Attainable  Realistic  Tangible  However, for most financial planning clients, this goal setting template is rigid and uninspiring.  It puts the concept […]

Read more »

When it Comes to Change, Your Client (and You!) Are of Two Minds

*Be sure to read the author’s note and special announcement at the end of this blog post! In the Happiness Hypothesis, psychologist Jonathan Haidt wrote that long ago he developed a metaphor to help him make sense of his often self-sabotaging behaviors: The image that I came up with for myself, as I marveled at […]

Read more »

New Year’s Resolutions and “Buying” Happiness in 2018

The tradition of making New Year’s resolutions goes all the way back to ancient Rome. In 46 B.C., Julius Caesar developed a new calendar and named the first month of the year after Janus, the god of beginnings and endings. 

Janus has always been depicted with two faces, one on the back of his head that allowed him to look into the past and one on the front of his head that allowed him to look into the future.  At midnight on December 31st, the Romans imagined him looking back at the old year and looking forward to the new year.  Therefore, he became the symbol of the resolutions made on the first day of each year when Romans asked their enemies for forgiveness.

Read more »