graduation

Advice for recent graduates: Start saving as a new “adult”

Since I started working in the financial planning industry in 2013, I heard many people say “I wish I had started saving earlier”. It may be too late for those people to start over, but we can prevent new “adults” from making mistakes by educating them and providing guidance. As a young adult and financial planner, I[…..]

money over heart

What’s Your Money Script?

Our childhood experiences and the way our parents related to us have imprinted certain thought patterns and behaviors that we carry into our interpersonal relationships. Many therapists call these imprints “love styles.” Similarly, both conscious and unconscious belief systems about money that were developed during our childhood through our parents can also imprint our “money styles” as[…..]