Tag Archives: financial education

The money goal that’s often neglected

By Alison Stafford, FPSC Level 1TM Certificant in Financial Planning

Information Definition Magnifier Showing Knowledge Data And FactsAt this time of year lots of people set goals, and it’s certainly not unusual for one of those goals to be about money. This year I’m going to pay down my credit debt, or this year I am going to spend less on dining out and save for a trip, or, I’m going to put more into my retirement savings. All worthy goals. But there is another money goal that is often neglected, one that would reduce the need for goals that “fix” our past behavior with promises to make better choices this year. That better money goal is: This year I’m going to focus on my financial knowledge.

The more we understand the mechanics of money, the more engaged we are with our finances, the more likely we are to make good choices every day, not just for the first few weeks of the New Year. So what holds people back? Continue reading →

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Cracking your personal money code – the psychology of money

By Karin Mizgala, BA Psyc, MBA, CFP® 

Prescriptive advice is the staple of magazines and blogs. It’s often presented in easy to read lists with catchy headlines like: How to…. 3 ways to… 7 habits of…. We’ve all seen the format, we even use it here on this blog. It’s a popular style because it gets right to the point with actionable steps to make changes in everything from your health, your parenting, and of course your finances.

So why aren’t we all healthy, wealthy, fantastic parents? Well, some people are. But many others find that somewhere between information and action, something disconnects. It’s that space between that motivates Vancouver psychologist turned financial advisor, Tracy Theemes, to explore the psychology of money, especially as it pertains to women. Continue reading →

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