Holidays and special occasions often bring with them the joy of celebration, the warmth of shared moments, and the comfort of togetherness. Yet, for many, they also highlight the quiet ache of loss. Whether it’s the empty chair at the dinner table, the sting of a recent job loss, or the ongoing battle with a […]
Ready for a financial health checkup?
Have you ever noticed how similar financial wellness is to physical health? Just as we visit doctors for regular check-ups, perhaps it’s time for a different kind of examination – one that focuses on your financial health! Let’s step into this unique doctor’s office together. Patient History Do any of these symptoms sound familiar? – […]
Echo chambers and our money
Have you ever noticed how a conversation with people who share your views can make you feel more strongly about what you already believe? Legal scholar Cass Sunstein captured this phenomenon perfectly when he observed, “What we know is if you get groups of like-minded people together, they tend to end up thinking a more […]
Market folklore or financial facts?
You may not know this, but there is a joke in the investment world that October is the worst month in which to invest. It’s easy to get swept up in the seasonal chatter about how this month is supposedly more dangerous for the markets than others. But before diving into these claims, here are […]
A worldview shaped by ‘enough’
Wherever people are involved… it’s not uncommon for conflict to arise—whether with loved ones, colleagues, or even within ourselves. At the heart of many of these conflicts lies a common thread: a worldview shaped by scarcity. We may think that conflicts are purely situational, stemming from disagreements or unmet expectations, but more often than not, […]
Once bitten…
When was the last time you worried about being bitten by a shark? Probably not recently, unless you’re an avid surfer. Here’s a fascinating statistic that might make you smile: sharks bite around 70 people annually, while New Yorkers bite approximately 1,600 people each year. Surprising, isn’t it?? This quirky comparison teaches us something profound […]
Spending with intention
In her thought-provoking book “The Year of Less,” Cait Flanders shares a powerful insight: “Every time you make a purchase, you’re voting with your dollar for the kind of world you want to live in.” This simple yet profound statement invites us to reconsider our relationship with consumption and its impact on our financial well-being. […]
Ten Rules – Part 1
Whilst it’s easy to get lost in a sea of jargon, investment options, and conflicting advice, financial success doesn’t require a degree in economics or hours spent poring over market trends. In fact, according to Helaine Olen and Harold Pollack in their book The Index Card: Why Personal Finance Doesn’t Have to Be Complicated, everything […]
A missing link between money and happiness
What if you found out that your current financial plan might be working against you, not for you? That despite all your careful budgeting and saving, you’re missing a crucial element that could make or break your financial well-being? It might be time to talk about values-based financial planning – the missing link between your […]
The freedom to live life on your terms
Here’s one of the hardest (or least asked…) questions when it comes to financial planning: “How much is enough?” It’s a simple question, but one that most people never stop to consider. We’re so caught up in the race for ‘more’ that we forget to ask ourselves why we’re running in the first place. It’s […]