Tag Archives: financial goals

“Behavioral Judo” – Don’t Stop at the Minimum Auto-enrollment

I never practiced Judo but I’ve been on the receiving end where I said, “What just happened here?  Why am I flat on my back on the mat?”  That is what happens when you are the mother of three boys!  … Continue reading

Posted in Financial Planning, Financial Wellness, Money Diva, Retirement Planning | Tagged , , , , , , | Leave a comment

A Lesson in Perseverance

Recently I was conducting retirement workshops and individual meetings at one of our client’s work sites.  Nothing odd about that since THAT is what my job entails!  But it was this particular client experience that added a special joy to … Continue reading

Posted in Financial Planning, Financial Wellness, Retirement Planning, Trainer | Tagged , , , , , | Leave a comment