Monthly Archives: May 2012

If you ask me about the Facebook IPO, I’ll give you a similar look your landscaper would

Posted on May 26, 2012 by

It’s funny, whenever anyone learns that I am a financial planner, they automatically ask me about an investment; these days, it’s Facebook’s IPO (which stands for “initial public offering”: the first time a company’s stock is for sale to the public). I … Continue reading →

Posted in Investing, Personal Finance with a twist, Psychology of Money | 2 Comments

What Happened After Our Daughter’s Friend Asked If We Were Rich

Posted on May 22, 2012 by

Our darling daughter collects friends like I collect seashells. A newly-made friend entered our kitchen and asked “Are your parents rich?” Our daughter hemmed and hawed and finally said, “Ummm, I don’t think so.” Then my husband laughed and said, … Continue reading →

Posted in Personal Finance with a twist, Psychology of Money | 7 Comments

Money and Marriage – Notes From The I HATE Budgeting Support Group

Posted on May 14, 2012 by

Our group was delighted to have local psychotherapist Dr. Elvira Aletta speak about a classic budgeting conflict: money in a marriage. (Stay tuned for a podcast video from the event.) Dr. Aletta spoke with candor, wisdom, and professional expertise when she shared her … Continue reading →

Posted in Budgeting, Money in relationships, Psychology of Money | Leave a comment

Am I On Track To Retire?

Posted on May 2, 2012 by

This is the question I most often get from clients. I spend half of my time helping them define what “on track” actually means, which is largely a function of how they plan to live. Will there be enough resources? … Continue reading →

Posted in Personal Finance with a twist, Retirement | Leave a comment