The Family CFO is Not the Bad Guy
Sadly, it’s unfortunately common for the person managing the family’s money to become The Bad Guy, The Money Police, The Buzz Killer - and that’s not fair! It’s not fair especially given that their ultimate goal is to take care of the family and they’re getting chastised for it.
Your Tax Refund & The 50/50 Rule
Were you lucky enough to receive a tax refund?
If so, before you start planning on how you’re going to spend it, can I ask a personal question? Do you suffer from Goldfish Syndrome?
Let me explain…
The Pause Habit
A friend tells me about a book and before she finishes the description, I’ve already whipped out my phone and bought it. When it arrives, it goes on the pile of unread books that I acquired in the same manner.
This is a common scenario clients have used to describe their spending.
The ease of 1-Click technology, along with how very busy we are, primes us for a habit of making a purchase without really thinking through whether or not we really want or need that item.
Purposeful Gift-Giving
What do you want when you give a gift?
Sometimes people want to knock the socks off of the recipient and completely amaze them.
Sometimes they want to see the look of joy when the recipient sees a gift that truly shows you understand them and their wants.
Sometimes, admittedly, you just want to check a name off your list and move on.
