Despite our best-laid plans and most honourable intentions, conversations about money can go south quickly! There’s never going to be a perfect time to talk about money dreads or financial dreams, but preparing our partner or family for the chat, and finding a space where we won’t be interrupted is always helpful. It’s also helpful...
In the previous blog, we looked at how we can help our children with their retirement, or financial independence, as many in our profession are starting to frame it. But the reality is, as the sandwich generation, we can’t only be thinking about our own and our kids’ financial futures; we also need to be...
We spend most of our time having conversations with people who are 40+ about saving for retirement. However, the language and expectations are slowly starting to shift in a powerful and exciting direction. Instead of only talking about retirement, we’re starting to use words like financial independence. And rather than focusing on traditional milestones, like...
“I love talking about money with my family!” said no one ever. Most of us will agree that there is more to life than money, but regardless, it’s very important for most of us — especially when we feel like we do not have enough. Money can become a consuming focus that leaves us feeling...