Money Mindset Part 3: Overcoming Fear and Taking Action

Money Mindset Part 3: Overcoming Fear and Taking Action

Hello again! We’re continuing our series on Money Mindset and how your attitude and thoughts about money shape your experiences and your financial reality. We’ve explored the topics of scarcity and abundance, as well as building confidence and self-worth.   Today...

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Money Mindset Part 2: Building Money Confidence & Self-Worth

Money Mindset Part 2: Building Money Confidence & Self-Worth

Did you know that only 19% of women feel ‘very confident’ making financial decisions? (according to a recent survey).   Do YOU feel very confident making financial decisions? Honestly, I don’t think ANYONE does; there are too many variables out there. BUT, there are...

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Money Mindset: Breaking the Cycle of Scarcity

Money Mindset: Breaking the Cycle of Scarcity

Welcome to the first post in my new series on Money Mindset! Over the next several posts, we’ll explore how your beliefs about money shape your financial reality—possibly more than you think!     The Numbers Tell the Story  Did you know that nearly 70% of women...

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Should You Hire a Financial Planner or Ask AI?

Should You Hire a Financial Planner or Ask AI?

With the rapid popularity of AI tools, I’ve seen the whole spectrum of reactions from friends and clients: fascinated, excited, hopeful, fearful, terrified, elated - you name it. Personally, I think the most helpful approach while we are still in the mid-to-early...

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How to Love Your Finances: The Art of the Money Date

How to Love Your Finances: The Art of the Money Date

February is right around the corner, so what better time to talk about the concept of a “money date”?   A money date is just like it sounds: time to shut out the rest of the world and focus on just you and your money for a little while. Think of it as you and your...

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How Financial Planning is Like Building IKEA Furniture

How Financial Planning is Like Building IKEA Furniture

I recently tackled the project of building an IKEA dresser all by myself. Yes, I know. Possibly brave; possibly foolish, especially since I am not in any way mechanically inclined. (I do own a hammer and several screwdrivers, however, so I’m not completely helpless.) ...

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Car Payment or Roth IRA Payment?

Car Payment or Roth IRA Payment?

I wanted to share a financial insight I had recently while helping a client. We observed that her car payment was over $500/month. That’s a significant amount, for any budget.   So I looked it up. According to 2024 Experian data, the average car payment for a new car...

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