Financial Stress in Marriage: 4 Ways to Make Money Talks Less Difficult
For many couples, taking a close look at finances together is a recipe for stress. Nearly 3 in 4 married… Read More
Financial Psychology
Financial psychology deals with the complex relationship we all have with money. Financial planners who understand a client’s emotional connection to their money, and the way their relationship to money has developed over time, can deliver greater peace of mind through more impactful, personalized services.
6 Values Exercises to Enhance Financial Planning for Couples
Money is a major stressor for Americans, and fighting about it has proven to be a predictor of divorce.1,2 Conversely, couples… Read More
Couples’ Biggest Money Hangups and How a Financial Therapist Can Help
One in five couples say money is their biggest relationship challenge, and as a financial therapist, I see how that statistic… Read More
Master the Family Meeting for Estate Planning Success
Amid the Great Wealth Transfer, with $84 trillion set to be passed between generations in the next two decades1, there’s… Read More
Helping Clients Find a Deeper Meaning for Their Money
As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals… Read More
Conflict Resolution in Financial Planning
There’s no denying that couples argue about money. As a financial professional helping couples plan for the future, you have… Read More
Advisor Self Reflection Is Key to Understanding Money Biases
As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More
3 Ways to Weave Gratitude into Your Financial Planning Practice
For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Our tendency… Read More
Cultural Humility in Financial Planning
Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More
Nudging Financial Planning Clients in the Right Direction
You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More
eBook: Candid Conversations - Mastering the Art of Asking Questions
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