Tagged: money management

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Happy about Mad Money

A retired couple, who came to me for financial advice, were in for one of their follow up Counselling Sessions. I had them track their spending for the previous month and was asking them how they did. They felt they had done a good job except for the fact that (in her words) her husband did not get receipts. He was openly frustrated with this requirement to account for every cent spent.

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A hidden treasure in Diary of a Wimpy Kid

When my kids first started bringing the books home, I wasn’t crazy about the “wimpy kid”. He seemed a bit, well, jilted and rude. But the wimpy kid stayed around, the books came home from the library and the movie appeared several times at different events. And then, something magical happened

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Sometimes Financial Counsellors Need Help Too

Its true! Just because we help people find solutions to their financial woes, doesn’t mean we don’t have our own.

I’m sure fitness instructors sometimes have lazy periods, Investment advisors have lost money and great chefs order pizzas. The point is, we are all human and we all make less-than-perfect choices once in awhile. In fact, it is our very mistakes that help us help you. As other has been heard saying, “do as I say. Not as I do”.