Blogs

Be a coach to your clients

Jul 12,18

In an interview with MorningStar India, Partha Iyengar talks about why advisers need to be a coach to their clients, …

Read More

Featured Blog: WHAT BRAIN SURGERY TAUGHT ME ABOUT LIFE

Jul 4,18

I recently underwent elective brain surgery to put a pipeline in a brain aneurysm my doctors discovered in December. Because …

Read More

Featured Blog : Feeling the Urge to Spend? Stop, Ponder and Let it Pass

Jun 27,18

You are not your spending thoughts. Spending without thinking about the long-term consequences is a problem. And by the long …

Read More

Featured Blog: Fake Experts Abound. Here’s How to Find (and Be) a Real One.

Jun 20,18

There are two types of experts in the world: real experts, and fake ones. The real experts are the people who …

Read More

3 WAYS TO SUCCESSFULLY MERGE MONEY WITH YOUR HONEY

Jun 13,18

Okay you did it! You got hitched OR you’re headed in that direction.  It’s time to start thinking about merging …

Read More

Featured Blog: REMOVE YOUR LIMITING MONEY BELIEFS

Jun 6,18

I know you might not believe it, but you can have the wealth you desire. Sure you have some accounts …

Read More

Featured Blog: Resistance Is Futile. To Change Habits, Try Replacement Instead.

May 30,18

Let’s play a little game. Clear your mind. Go ahead, clear it. O.K., now, as soon as you finish reading …

Read More

Featured Blog: STOCK MARKET PREDICTIONS–EXPERTS DON’T KNOW, EITHER

May 23,18

Rarely does a day go by without someone asking for my thoughts about the direction of the stock market. How …

Read More

Featured Blog : FRUGALITY: THE ESSENTIAL MONEY SURVIVAL SKILL

May 16,18

Someone recently asked me to share my number-one financial tip that would make the greatest impact on a person’s financial …

Read More

Featured Blog: LEGACY PARENTING AND FINANCIAL PLANNING

May 9,18

Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often …

Read More
© Life & Money 2017 | All Rights Reserved
X