Rich or Poor?

Listen here for how your cash may be affected by your past. And by your current language around money. Rich or Poor?

Helping Others: Young Adults

I just got a call from a client who I have worked with over the years. Today she sounded especially stressed as she requested my help for a few minutes. I assured her I had some time and would be happy to help. Marie started rambling that she needed to help her daughter Amy decide Read More

The Magic of the Season

Holidays bring to mind special activities, shopping and the giving spirit of the season. We also tend to over schedule, over commit and over spend. This is a note on holiday value – getting the most for your gift giving dollar. I decided to ask people. “What is your favorite gift?” seems like a simple Read More

Attitude of Gratitude: Thanksgiving Wishes

Attitude of gratitude Is cultivated by an appreciation of the little things. This approach will make your life richer, fuller and create an element of surprise in everyday. I have been trying to implement this approach full time. I want to share it with you in hopes you can learn more about gratitude this Thanksgiving Read More

Organizing Snag

Reviewing data websites seemed an easy task. As you can see by my delay in getting to you, I have run into some snags. However, I will continue on my exploration path as I am excited to find options that may work to organize finances. My first review is of Personal Capital. I heard about Read More

Getting Organized

In the coming days I will be reviewing the following financial organizers: www.myaffairsinorder.com www.lifeelephant.com www.mint.com www.personalcapital.com I would love to hear if one of these is your favorite. Or what your experience is with on-line tools. I know there are plenty out there. Quicken and other bill pay services are great for getting organized from Read More

Layaway is Back

A new sign of the times or a passing fancy? Layaway is back or so Walmart and a few other stores are telling us. I see this as a positive financial change despite feeling sometimes that behavior has not changed after the 2008 financial crisis. This is a sign of the times. Can we adapt? Read More

Helping Others: Young Adults

I just got a call from a client who I have worked with over the years. Today she sounded especially stressed as she requested my help for a few minutes. I assured her I would be happy to help. Marie started speaking nervously about needing to help her daughter Amy decided whether to consolidate her Read More

Financial Infidelity

Breaking a pattern is never easy. But what could you be doing differently in your relationship to be more financially honest. I find that individuals are seldom honest with their selves around finances. And as a result when they become connected with a partner, they can not be honest there as well. So if you Read More

All is Well

I am a big fan of Esther and Jerry Hicks. There philosophy and way of life applies to money as well as our our lives. With all the ups and downs of the days and stock market, I believe in the fact that we have to take care of ourself. One way of doing that Read More

Christine D. Moriarity, CFP