5 symptoms of financial “dis-ease” — do you identify?

A few weeks ago I wrote a review of Karen McCall’s new book, Financial Recovery—developing a healthy relationship with money. (Karen is the founder of the Financial Recovery Institute.) I want to share with you five of her “symptoms” of Financial Dis-ease from chapter one of her book, with her permission. But why the word … Continue reading 5 symptoms of financial “dis-ease” — do you identify?

Financial Recovery: developing a healthy relationship with money– The Book

It’s finally here!!! I’ve been waiting for this book for three years. It’s called Financial Recovery—developing a healthy relationship with money, by Karen McCall. Karen is my mentor, colleague and very good friend.  (And she is the founder and director of the Financial Recovery Institute.) She is the one who inspired me to become a … Continue reading Financial Recovery: developing a healthy relationship with money– The Book

Credit Card Debt: Are you bailing water out with a thimble?

My long-time colleague Karen McCall published a fabulous post last week called “Saving Your Way out of Debt”, where she lists ten steps for breaking the vicious debt cycle so many people are caught in. I want to call attention to her second step: Stop the leaks by stabilizing debt. McCall says that if you’re … Continue reading Credit Card Debt: Are you bailing water out with a thimble?

8 steps to avoiding that holiday spending hangover

Yes, I know it’s only mid-November. But we all know that we’re starting to do some holiday planning.  Last night my sister and new brother-in-law were at my house for their first year wedding anniversary dinner party (I made the perfect pork roast!) and we started talking about exchanging gift lists. She is hosting this … Continue reading 8 steps to avoiding that holiday spending hangover

What pulls your trigger? Four reasons you may overspend

Do you ever feel triggered? Do you ever find yourself spending money you didn’t intend, but you do it anyways? Sometimes I feel almost defiant when I’m in this mode. “I know I didn’t plan this. But screw it! I’m buying this!” Usually, it is because I’m triggered. Over the years, I’ve gotten in touch … Continue reading What pulls your trigger? Four reasons you may overspend

Are you giving up control to electronic banking? My rant

The other day I’m watching television and I see this Chase commercial announcing that they now have a smart phone app that lets you know when your bank balance is getting low. They’ll “alert” you. The commercial shows a woman in the middle of a yoga class getting such an alert. She calmly extends her … Continue reading Are you giving up control to electronic banking? My rant