Money Values
This week Greenspring’s Women & Wealth group hosted a Conversation Circle to discuss our own relationships with money. If you aren’t familiar with a Conversation Circle it is an opportunity for a small group to come together for a facilitated discussion to share stories and experiences. The Circle allows us to self-reflect as well as draw wisdom from others. As Wealth Managers it is second nature to ask our clients questions to draw out what their greatest fears and concerns are about money so that we can determine the best way we can help. As was the case with the cobbler whose children had no shoes, we often don’t pause to examine our own relationship with money.
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Behavioral Hacks for Your (Financial) New Year’s Resolutions
With the end of the year rapidly approaching, the time is once again upon us to set our New Year’s resolutions. Many of us will make our well-intentioned resolutions to get out of debt, increase our savings, or stick to a budget, only to find that we have fallen right back into our old habits by the time March rolls around. Sticking to New Year’s resolutions can be incredibly challenging, particularly when it comes to our finances. However, there are some tricks you can use to not only help you stick to your resolutions, but also set yourself and your family up for a successful financial future.
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