Financial Wellness @ Work

When Planning Really Matters

Last week, a colleague of mine lost her best friend to cancer. She was one of those people whose presence made you feel at peace. She also was great at planning for the future.  Read more

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I’m Thankful For…

As a parent, I am constantly trying to instill an “attitude of gratitude” in our children and the best approach is to model this attitude as much as possible along life’s journey. I always try to devote time for regular prayer and meditation but I am also adding a simple but formal gratitude journal to the weekly routine. As a financial planner, I know that I could do much more to encourage others to do the same.  Read more

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How to Recover From a Credit Disaster

During one of my recent conversations with an employee, he was very disturbed by how much a bad credit score has impacted his life.He said that his credit score has caused his car insurance premiums to increase, he thinks it is hindering his job search (he may have a point because it is something that employers consider) and his girlfriend does not want to become his fiancée or wife until he shows significant progress in this area. So, he was very happy to have some ideas on how to make progress on repairing what was a very broken part of his financial life.   Read more

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Fire Drill For The What Ifs​

A co-worker recently had a scare when her husband was admitted to the hospital for a possible heart attack. His family has a history of heart problems so she was terrified at the thought of her life without her best friend, having to explain to her children they’d lost their dad, and not spending the rest of her life with him. She shared with me all sorts of thoughts that started creeping into her head…all of the “what ifs.” (Luckily for her, his health problem was not severe, just early symptoms of diabetes, and his problems are treatable with lifestyle changes.) Read more

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Lessons From a Veteran to Today’s Soldiers

If someone were to ask me what I am the most proud of, next to my husband and daughter, I would say that I am the most proud of serving in the military. The military is where I developed a strong work ethic. I also learned to think of others before myself and I learned to lead even though I may not have had all of the answers. I enjoyed every crazy moment in the military (well, if I am honest, the port-a-potties were not fun, yuck!) and I grew close to many of the servicemen.  Read more

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Do You Need Some Financial Flossing?

Recently I was talking with one of my coworkers and I said the following about something at work “It’s like flossing…I know I need to do it, and I do, but I try to find ways to postpone it as long as possible!” He thought it sounded like a blog topic about the financial lives of so many people, so here we are! What are some things that we KNOW we need to do financially, but they are so “not fun” that we either don’t do them or we keep putting them off indefinitely? Read more

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Be the Pilot, Not the Engineer

One of my colleagues is hopelessly stuck in the years BC (“before children” as he explains) with his cultural references. He made a reference to the movie “Airplane” (acting as if it were a relatively new movie) and as we discussed the absurd premise of the movie, he made an interesting observation. “If I had to fly a plane, I’d rather be getting directions from a pilot than the engineer who built the plane.”  His point was that a pilot knows how to focus on what is necessary to keep the plane flying whereas the engineer may get bogged down in the details of how the plane works.  That’s how far too many people feel about their financial lives after they attend a class or read a book about finances.  Read more

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Surprising Info About “The Rich”

I love facts that challenge the conventional wisdom.  That’s why this article from US News & World Report was so enjoyable to read.  The “8 Biggest Myths About The Rich” were all things that I’ve heard people say when making assumptions about people with means.  Here’s my take on some of the myths and what I’ve seen in my career with investors most would call rich. Read more

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What I Am Teaching My Kids About Money

As you may know from following this blog, I have just completed my dissertation and other requirements to earn my Ph.D in Personal Financial Planning from Kansas State University so we now have two proud Wildcat alums on staff here. (Doug Spencer is the other. He personifies loyalty to one’s alma mater and has plenty of purple shirts in his wardrobe to prove it.)  Read more

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A Comeback Story

America loves an underdog.  I see it in sports all the time, and there are countless movies that end with the little guy triumphing over the big bad guy.As a society, we love to see someone prevailing against the odds.  I saw this article about companies that were left for dead but rebounded to find success again and it reminded me of how much we love a comeback tale in particular. Read more

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