Understanding Money Behaviors in Someone with Dementia
“Why must you sleep with your purse under your pillow? No one is going to take it from you,” I said, frustrated. My mom would take her purse everywhere—to the bathroom, to bed, from room to room. She’d cling to it while she slept or hide it in peculiar places. Then I realized something. That […]
How to Prepare Your Finances for a Recession: 3 Steps to Take Now
In my 20+ years as a financial advisor, I’ve learned one recession or unplanned event can make you or break you if you’re not prepared. You’ve put in the time to build what you have, don’t let your hard work go to waste. Here are 3 practical steps you can take this summer to improve […]
Find Money You Didn’t Know You Had
Mid-year is a great time to not only do spring cleaning but take inventory of your finances. When most people tackle spring cleaning, they stumble across things that have been missing for a while. “Oh, that’s where my favorite t-shirt went!” The same thing happens with our finances. Accounts we forgot we had, subscriptions quietly […]
What Are You Really Teaching Your Kids About Money?
Last week at the grocery store, I watched a little girl beg her mom to buy her “something” before leaving. The mom kept saying no, but eventually gave in after enough persistence. In that moment, a money lesson was taught, and not a healthy one. She learned: Fast forward 20 years. That same sweet little […]
Making 6 Figures But Still Not Growing Wealth? Here’s Why…
You’ve hit the six-figure mark, which is a major accomplishment. But does part of you feel like something is still holding you back financially? The truth is, even with a great paycheck, old money beliefs from your past can keep you from reaching your full potential. Here are 3 signs that your past is getting […]
The Spiritual and Psychological Effects of Tithing: Should We Give Our Time or Money?
“I want to tithe, but what if I can’t afford it?” That’s a question I hear a lot from clients, and it’s one of the reasons I’ve decided to dive into the spiritual and psychological effects of tithing. What is Tithing? Tithing is a donation, or offering, of one-tenth of your income for the service […]
3 Common Traps Keeping You From the Life You Want
How you manage money can either trap you in a never-ending cycle or free you to live the life you’ve always dreamed of. After helping hundreds of people build wealth, here are the 3 common traps we unconsciously fall into that keeps us from creating the life we truly envision: 1. Lifestyle Creep Is the […]
Becoming a Self-Made Millionaire: What I Wish I’d Done Sooner
Becoming a self-made millionaire in my 30s was a major milestone, especially for a Latina daughter of immigrant parents who never learned anything about stocks, investing and building wealth. Looking back, there are several things I wish I’d done sooner and I’m sharing this to save YOU time in your journey…. 1. Invest 30% of […]