Tendrils: Growing stronger day by day

According to a survey by the National Retail Federation, the average American plans to spend $682.74 on holiday-related shopping this year. If the recent past is any indication, the majority will put these purchases on credit cards, and almost half will take up to six months to pay them off. To help keep this a [...]

An online network to which I belong has recently been discussing how to define financial health. In thinking about how I’d define financial health, I considered that it’s a measure of our relationship with money, and I wondered what metaphor I’d use to describe my relationship with money. It occurred to me that I’d like [...]

I recently heard on the radio a segment about the names of animal groups. A journey of giraffes. A leap of leopards. A charm of hummingbirds. I wondered how people came up with these names and who got to name them. How cool would that be to get to name a group of animals?!?! So [...]

As difficult as it is to believe, the busiest shopping day of the year is just over one month away, and Christmas is barely two months off. So, even though my closet is still filled with Capri’s and sleeveless blouses, my thoughts have begun to turn toward the Christmas season. Apparently, I’m not the only [...]

By the time this posts, I’ll be in Colorado for Purposeful PlanningTM’s Masters Level Intensive Training Program. The recommendation to attend came out of a phone conversation with Courtney Pullen, a well-known and well-respected family wealth counselor. I had contacted Courtney to see how he came to develop this specialty, and to see how I, [...]