What you can do

What lifestyle do you want (to support)?

April 12, 2012

Everywhere we turn these days, we hear and read about others who have figured out, and want to share, the secrets to creating our dream lifestyles, live the way we want to live and so on. There are books and seminars galore promising to share these secrets with you, for a nice fee that is. [...]

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Chickens and Ducks: Financial Ponderings of a Traveler

February 9, 2012

When we travel, we tend to notice things in the context of our lives. Here are some examples: My boyfriend is in the carpet repair niche, so everywhere we go, he looks for, and critiques, carpet installations and notices carpet that needs to be fixed. If you’re in the bakery business, you spot bakeries and [...]

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Is Financial Literacy a Joke? The Ultimate Financial Education Question

February 6, 2012

This may be the shortest blog I’ve ever written. It consists of one very deep, very enlightened question, based on over 10 years of experience in the ‘industry’ of financial education. Riddle us this one, Bat Man… “Why do public and private schools, all across America, purchase millions of dollars of textbooks and curriculum for [...]

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Financial Planning Musts for The Perfect Vacation

February 2, 2012

There you are, in unfamiliar territory (US or abroad), frustrated by the fact that the credit or debit card you had planned on using isn’t going through at a local restaurant or hotel. Now what do you do? The one thing you do NOT want to have trouble with while traveling, especially out of the [...]

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Financial Literacy: The Missing Pieces

January 5, 2012

A Financially Literate Society – The Five Critical Missing Pieces If it’s one thing most of us adults are painfully aware of, it’s that we weren’t taught how to manage or invest our money when we were young so that we could live independent, financially free lives as adults. We went to school ‘assuming’ we [...]

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Humans and Money…Then, Now and Always

December 15, 2011

I find it absolutely amusing that so many financial planners, financial newsletters writers and money magazines editors continue to tell people they just need to start saving more money, thinking this will actually have an affect on their behavior. As you probably have already guessed, this approach doesn’t work very well. I know this is [...]

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Burning financial question: how to save (pay yourself first) when it seems you have nothing to save?

December 14, 2011

Somewhere on our website or in an email of ours we have the question, “What is the single biggest question when it comes to creating financial freedom for yourself or teaching your kids about money?” And on occasion, someone sends us their question. This one was so basically wonderful, I had to post our short answers [...]

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Financial Complications – Choose them wisely.

December 8, 2011

What I have noticed most in the past ten years of being entrenched in this financial literacy business (and it is a business even though there there’s more passion than profit in it…more on that later), is that human beings tend to make their lives complicated. Most of these ‘complications’ take money and I have [...]

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The Arbitrary Classification of Rich and Poor: A Great Story for All

February 10, 2011

Arbitrary Financial Rules of Life: The Cause of Most Suffering Human beings have a tendency to create arbitrary rules, judgments, classifications, meanings and hence, emotions about the ‘stuff’ of our lives. I’ve heard it said more than once that we’re Meaning Making Machines. And it’s those meanings that we contrive that get us into trouble [...]

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History lesson: What do you want to be when you grow up?

February 3, 2011

Most of us have been asked, at some point in our lives, “What do you want to do, or who do you want to be, when you grow up?” Innocent enough question, right? Surprising as it might be, this one question can put pressure on a child that will plague him the rest of his [...]

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