Monthly Archives: September 2010

Why (Most) Husbands Hate Buying Life Insurance

Posted on September 29, 2010 by

I have a feeling I’m going to press some hot buttons here. I’ve been in the financial services industry for 17 years and if I had a nickel for every time a husband/client said something to the effect of “Sure, … Continue reading →

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Needing, wanting, and choosing

Posted on September 21, 2010 by

It can be difficult sometimes to differentiate between a need and a want. For example, some people feel they need a cell phone. That may be true on some levels, but on other levels, it is a want, even if … Continue reading →

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Knowledge is power, but only if you use it

Posted on September 14, 2010 by

I read in a recent “Practice Management” edition of the Journal of Financial Planning that most consumers feel they know quite a bit about various areas of personal finance, including retirement planning, life insurance, taxation, and estate planning. That’s interesting. … Continue reading →

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Who can you trust?

Posted on September 10, 2010 by

We recently had a local financial advisor be arrested for stealing money, from older women no less. The advisor had clients make out their checks (purportedly to be invested in high interest Certificates of Deposit- that do not exist) to … Continue reading →

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What your car says about you

Posted on September 8, 2010 by

I once had to take a personality test for my first job in financial services. It had several questions, placed throughout the exam-but always worded just a bit differently- that asked if I thought that the car a person drives … Continue reading →

Posted in Personal Finance with a twist, Psychology of Money | Leave a comment

Panhandlers

Posted on September 3, 2010 by

My daughter had her first experience with panhandlers in San Francisco last week. I wondered how she would respond. This topic is similar to the post I had a couple of weeks ago about tipping; we make a value judgment … Continue reading →

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