I have a business degree from Harvard and a fantastic career and I’m ashamed to admit that I don’t know how to manage my own finances. I’m a professor at a state university and I feel terrible that this is an area I know nothing about. I’ve got two degrees...
Most businesses have no strategy when it comes to paying themselves. Some businesses take random amounts of money out of their business when they need it. Some don’t draw any boundaries between business and personal accounts and instead take funds from either...
We’re all still spending a lot of time at home. And for many of us, that means our spending habits have continued to shift. I’ve helped a lot of my clients think through moving to a new place, buying a car or bike, or changing jobs in the last year. Some trends...
One of the biggest challenges in acting on our big dreams is this: it’s a part of our human nature to focus on self-preservation. Our fear of making big changes has been explored in scientific studies about behavioral economics. William Samuelson and Richard...
It’s December and during a year with so much uncertainty, fear, and overwhelm, we’re taking a moment to look back on what’s changed here at North Financial Advisors in 2020. Despite a global pandemic it’s been a big year for me as well as my...
A question that’s been coming up with clients in their 30s and 40s lately is, “I keep hearing so much about compound interest, and I’ve been saving extra for years, but I don’t actually see the compound growth yet, what’s going on? When can I actually retire?” I get...
If the answer to that question differs from how you're spending your time today, you should read this book. It offers a path to a more purposeful and fulfilling life through research and stories from real women who took steps to pursue their dreams. Each chapter has a workbook to help guide your self reflection.
