What if you found out that your current financial plan might be working against you, not for you? That despite all your careful budgeting and saving, you’re missing a crucial element that could make or break your financial well-being? It might be time to talk about values-based financial planning – the missing link between your...
Whilst it’s easy to get lost in a sea of jargon, investment options, and conflicting advice, financial success doesn’t require a degree in economics or hours spent poring over market trends. In fact, according to Helaine Olen and Harold Pollack in their book The Index Card: Why Personal Finance Doesn’t Have to Be Complicated, everything...
Here’s one of the hardest (or least asked…) questions when it comes to financial planning: “How much is enough?” It’s a simple question, but one that most people never stop to consider. We’re so caught up in the race for ‘more’ that we forget to ask ourselves why we’re running in the first place. It’s...
Is money linked to our ego? It’s a question that invites us to reflect on the deeper motivations behind our financial decisions. Morgan Housel, in his thought-provoking way, suggests that “savings is the gap between your income and your ego.” This statement can be confronting, especially because it challenges us to consider the extent to...