SPOUSE FACTOR: To create coherent investment planning strategies for life, for the family, you must involve your spouse. Why.
Does your Spouse know?
SPOUSE FACTOR: To create coherent investment planning strategies for life, for the family, you must involve your spouse. Why.
The coronavirus pandemic has put all our short-term needs front and centre. Just getting through one week of virtual work meetings, grade school math lessons, and grocery shopping can be a challenge. And if you’re one of the millions, struggling with income loss or unemployment, those daily to-dos can feel even more pressing. However, as […]
‘Patience is not simply the ability to wait. It’s how we behave while we are waiting.‘ – Anonymous. It’s easy to plan for the long term. It’s difficult to walk the long walk. The ride could be bumpy, but that doesn’t mean you should leave the path, because you know it takes you to the […]
Life is an accumulation of experiences that shape how we view ourselves, our families, and our world. When we reflect on these experiences, we come to realize that our lives have been and will be permeated by change. The same is true for you as well. It is important to keep an eye on demographic, […]
Going away from the routine, doing something different is energising. It’s recreational. I have not come across a single financial plan where we have not provided for Travel & Holidays. Everyone loves to Holiday. We have planned budgets for many holidays for our clients – domestic travel, Europe tour, World Tour, Travel for World Cup, […]
If I have to travel down the memory lane, I would say my mother had a sanguine relationship with money. Most of the time she used to just hoard cash in her many small – one zip purse at many places in cupboards, suitcases, different big purses. Her story is very different – she was […]
In the first part of this conversation we looked at the concept of money memories through a book excerpt. You may read it here. Picking up from where we left off, I want to continue by saying that when you analyse something and understand how it works, it works better for you. This applies to […]
I started reading books about financial life planning some years ago. Reading leaves me with fond memories. Memories impact the way I navigate life. Money memories are a vital part of our life memories. And memories of money from our childhood influence the way we take financial decisions as adults. This is natural. Our experiences […]
Last week I attended a training which took place in Portland, Oregon. It’s in the North West part of America. The training was on ‘Financial Life Planning’ which I wanted to attend from quite some time. Money Quotient is the organization which offers this particular training. Life and money are two sides of a coin. […]
When you don’t reach your personal and financial goals, it can be both frustrating and disheartening for you and your clients. How can we change this for the better? Research has shown that using the principles of Self-Determination Theory your clients can dramatically increase their chances of success. This happens when you focus on a meaningful […]