MINDFUL MONEY PRACTICE: Getting There

MINDFUL MONEY PRACTICE: Getting There

While being clear on your Here is important, it is equally important to know where your There is. Without a clear destination in mind, your life’s journey will lack purpose and focus. To figure out where your There is, you must do some soul searching. Take a moment to...
Mindful Money Practice: Here Now

Mindful Money Practice: Here Now

Making a financial and life action plan means embarking on a conscious pilgrimage, not a blind excursion. As I discuss in chapter 3 of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend, in order to do that, you...
Mindful Money Practice: Picture Your Perfect Life

Mindful Money Practice: Picture Your Perfect Life

There’s an old saying, “If you don’t know where you’re going, any road will take you there.” People who achieve lasting happiness know exactly where they’re going and exactly what There is meant to look like. They can clearly visualize the ideal There, even as they...
MINDFUL MONEY PRACTICE: CREATE A CASH FLOW STATEMENT

MINDFUL MONEY PRACTICE: CREATE A CASH FLOW STATEMENT

Creating a cash flow statement is similar to the Building a Balance Sheet Practice I introduced last week. Draw a line in the middle of a page. Title the left column “Income,” and list all the income you receive each month from work, social security, your business,...
MINDFUL MONEY PRACTICE: BUILD A BALANCE SHEET

MINDFUL MONEY PRACTICE: BUILD A BALANCE SHEET

Knowing how your finances add up is imperative if you want to create an effective savings plan. Even if you’ve never heard the terms balance sheet, this financial power tool is easy to learn and start using right now. To make a rudimentary balance sheet, draw a line...
MINDFUL MONEY PRACTICE: GENEROSITY

MINDFUL MONEY PRACTICE: GENEROSITY

At my firm, we encourage team members to keep an eye out for opportunities to perform simple, meaningful, random acts of generosity for clients and colleagues. Those acts have ranged from forwarding articles that a client might find interesting to chipping in as a...
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