MoneyZen Blog
5 Questions Every Financial Advisor Should Ask You
Taking care of your financial health is a continuous process. Life changes at a rapid pace. It is essential to honor yourself by asking for help during major transitions. While 70% of women say they want to work with a financial advisor, only 20% actually do (source:...
Overcome (Financial) Fear With Appreciation
Do you ever feel that no matter how much money you earn, it is never enough? As a financial advisor working with high net worth women and families, I have observed that even financially successful people struggle with a sense of scarcity. This may sound strange, given...
3 Simple Retirement Savings Ideas For 2013
As an investment advisor, I love studying the habits of individuals who have achieved a high level of confidence and serenity in their financial lives. One common factor I’ve observed is a consistent focus on the handful of things they can control (as opposed to...
3 Simple Steps To Make Your Credit Score Shine
The holidays can be financially stressful. In this post, I will share three baby steps to help keep your credit score shining brightly in the year-end hustle and bustle. Because a high credit score makes you more appealing to lenders, it can help save you thousands of...
Practice Radical Financial Simplicity
Can you maximize your life happiness and relieve financial stress at the same time? I believe the answer is yes. The key is practicing radical simplicity. I’m not about to suggest giving away all of your possessions. Rather, I am suggesting that by being highly...
Express Your Authentic Self (to spend wisely)
When giving personal finance keynote speeches around the country, I love to ask audience members this question: “If you received $10 million (after-tax!) and immediately after were told you'd be dead in 10 years, what would you start… and what would you quit?” Over...
Release False Beliefs (to hear your true hunger)
To me, money represents freedom, choices and security. So the thought of having insufficient money is terrifying. Not because of the money per se, but rather the potential loss of those three attributes. Even when, as a financial advisor, I objectively know I have...
Set Boundaries: to have real freedom
I hate shopping. With so many choices, I'm hesitant to make a selection without reviewing every last option – lest I make a subpar decision. When I do purchase something, it often leads me to feel I need to buy something else. Shopping to me is a constant battle with...
(Re)Define Your Self-Worth: to create a highly personal net worth
Self-worth and net worth have a very complicated relationship in modern America. Think about the last time you were out with a group of people. How long did it take for someone to ask: “So, what do you do?” Chances are, not very long! What we do for a living – and...