Category Archives: Living the life of your dreams

You Can’t Move Forward until You Do This

Sing it with me, you can pick from the Disney movie Frozen, “Let it Go” or The Beatles’ freeing tune, “Let it Be.” You see, as a financial planner and confidant, I’ve met so many people who very much want … Continue reading

Posted in Budgeting, Goals, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Tagged , , | 3 Comments

Hate Budgeting? Steps 9-12 Solidify A New, Joyful Path

The I HATE Budgeting (But I Like Having Money) wrapped up the 12-Step program, learning the final 4 steps to changing their relationship with money from (even mildly) dysfunctional to hopeful, intentional and – dare I say – joyful. While … Continue reading

Posted in Budgeting, Faith & Finances, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Tackling debt | Tagged , | Leave a comment

104 Ways to Feel Better About Your Financial Situation

In a nod to a wonderful post titled 101 Ways to Feel Better About Your Recent Weight Gain I am offering my 104 ways to feel better about your finances. This too shall pass. Even if it takes a long time, … Continue reading

Posted in Goals, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Leave a comment

Plugging the Leaks in Your Financial Boat

Some years ago I heard Dr. Wayne Dyer talk about the children’s song, “Row, row, row your boat.” He went on to explain that the song provides a succinct and sweet guide to life: “Row, row, row (don’t try to … Continue reading

Posted in Budgeting, Goals, Living the life of your dreams, Personal Finance with a twist, Psychology of Money, Saving, Tackling debt | Tagged , | 2 Comments

Don’t Trip Over The Thin Line Between Thrift and Greed

My Mom had beautiful, long nails that she frequently painted a deep red but I don’t think she ever had a a proper manicure at a salon; that would be too much of a luxury. Every year, on the day … Continue reading

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Can Financial Planning Keep You From Sinning?

“She’s really writing that? Who does she think she is?!” I am a financial planner who is trying to make the world a better place, that’s who I am. And for the world to be a better place, we all … Continue reading

Posted in Charitable giving, Faith & Finances, Living the life of your dreams, Marriage and Money, Money & Spirituality, Money in relationships, Personal Finance with a twist | Tagged , , , , , , , | Leave a comment

Budgeting For Self-Care / Budgeting As Self-Care

“Stop asking your life and your body to do things for you and begin to do some things for your life and body.” ~David Drost, Evolation Yoga“Buffalo Magazine” February 5, 2017 This is the perfect beginning of a post about … Continue reading

Posted in Budgeting, Living the life of your dreams, Personal Finance with a twist | Tagged , , , | 8 Comments

Thoughts on Worth, Value and Income

“Never confuse the size of your paycheck with the size of your talent.” ~ Marlon Brando That could go both ways (being overpaid or underpaid). Our beloved Bill Knoche presented on this topic at the monthly meeting of the “I HATE Budgeting … Continue reading

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The Joy of Giving (& Not Going Broke)

How can you be generous if you’re secretly worried about paying your bills? How can you really enjoy the holidays when you’re emotionally overwhelmed and feeling undone? Our own joyful budgeter Mari McNeil presented this very challenging subject and the … Continue reading

Posted in Budgeting, Living the life of your dreams, Money in relationships, Personal Finance with a twist, Psychology of Money, Tackling debt | Tagged , | 2 Comments

What a Personal Financial Policy is & How it Makes Your Life Better

Most of economic theory is based on the assumption that we make rational, logical, and beneficial financial decisions. Ha! Most of us make purely emotional (or “socially informed”) decisions about money most of the time, some of which may be … Continue reading

Posted in Budgeting, Charitable giving, College, Faith & Finances, Goals, Insurance, Investing, Living the life of your dreams, Marriage and Money, Money & Spirituality, Money in relationships, Personal Finance with a twist, Psychology of Money, Retirement, Saving, Tackling debt | Tagged , , | 8 Comments