Financial Planning

What do the Millennials want?

Apr 2,18

Last year I was invited as a panelist at a CFA conference at Mumbai, India. The theme of the conference …

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Featured Blog: Money, Emotions, and the Nobel Prize in Economics

Nov 27,17

Human beings make most of our decisions—including financial ones—emotionally, not logically. Unfortunately, too much of the time, our emotions lead …

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5 Big Money Mistakes I Made as a Woman

Nov 6,17

When I turned 37, my life changed. I found myself financially alone and ill-equipped to provide for my young daughter. …

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Featured Blog : DON’T CONFUSE ME WITH THE FACTS: INFORMATION AVOIDANCE

May 17,17

As a young girl my daughter once told me, “Dad, your reality is not my reality.” While at the time …

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Featured Blog: Written Goals an Effective Planning Tool

Feb 7,17

Putting goals in writing is similar to eating a healthy diet or following a budget. We know from reams of …

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What is Financial Wellness?

Dec 22,16

What is financial wellness? This video explains the three main concepts of financial wellness and how it can help you …

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Life & Money has been voted as Top 50 Financial Planning Blogs in the World!

Dec 8,16

Last weekend, I received a personal email from Anuj Agarwal, co-founder of FeedSpot that we have been awarded as Top …

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Featured Blog: Who Needs Financial Planning?

Oct 26,16

Do you ever just wish someone would tell you exactly what to do with your money?  That it feels almost …

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Featured Blog: What Exactly is Financial Planning?

Sep 29,16

The following blog is by Brittney Castro originally published in Brittney Castro’s Blog – Financially Wise Women. Do you ever just …

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Featured Blog: You’re 30 — Stop Doing What You Did in College

Sep 20,16

The following blog is by Sophia Bera originally published in her website Gen Y Planning. I’m a big fan of automating …

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