For my friends who do not receive the Journal of Financial Planning, below is my June 2016 article: In modern society, money is the primary tool for survival, security, and satisfaction. In previous hunting, agrarian, and bartering societies, money was one of multiple sources of sustenance; today, it’s the source. Consequently, every primitive survival and pleasure-seeking drive
Spring is college graduation time and a launch into financial independence, a celebration tuition-weary parents eagerly anticipate. Unfortunately, while parents may be eager to be free of financial burdens, graduates may not be equally eager to assume them. Launching a graduate into independent adulthood can be a difficult transition filled with conflicting expectations and mutual disappointments. Now is the opportune time for
The markets are gyrating. We’re dizzy & confused. So are your clients. Below are behavioral psychology tips for keeping clients calm: 1) First, Calm Yourself: Up to 90% of communication is non-verbal. Clients will notice any anxiety you feel. Watch your speed of talking, breathing & pitch of voice. Rapid speech, quick & shallow breathing and a change in pitch signals