Our early experiences with money, especially ones with high emotion attached to them, seem to be indelibly imprinted on our psyches. They are like little emotional buttons that, when pushed, remind ussubliminally of what we learned, way back when.
Back in 2008 a woman in her mid 50’s came to my office for an initial meeting to discuss her personal finances. She had rescheduled at least three times. About half way into our meeting I asked her, “So, how was it for you gathering your information to come see me?” Her response displayed [...]
Reaching 40 is a huge milestone. You’ve grown in your career, likely own a home, and somehow survived the early days of parenting. It’s also very likely that along the way you’ve neglected your financial life. It was easy to put saving on the back burner when you spent early adulthood paying back student [...]