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Author Archive

Clogged Cash Flow? 4 Tricks to Restart the Flow

Clogged Cash Flow? 4 Tricks to Restart the Flow

There are so many things that stop us in our tracks financially. Why does getting stuck seem easier than making progress? Here are four popular places we get jammed and four tips on how to remove obstacles from your fiscal flow.
I. Stuck place: Denial
My new client works in finance, but he’s like the cobbler whose [...]


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The (Next) 10 Greatest iPad Finance Apps

The (Next) 10 Greatest iPad Finance Apps

We posted an article on the “The 10 Greatest iPad Finance Apps” by Allison Berry on April 29, 2010. Since then we have seen a surge in the number of finance applications for the iPad. Simply clicking on the Finance category under iPad in iTunes results in 234 applications. Here is the (next) list of great IPad finance applications.


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Top Pick – Your Money: The Missing Manual

Top Pick – Your Money: The Missing Manual

I have long held the view that there are two kinds of financial conversations: those discussed in public and those that discuss what’s really going on. In my practice dedicated to moving couples through their money dynamics, I focus less on what is said about finances and more on spending behaviors. For anyone who wants to add working tools to their financial toolset, J.D. Roth’s book, Your Money: the Missing Manual, directly addresses the topics and resources that put spending and talking on the same page. J.D. Roth is the man behind one of our favorite personal finance blogs, Get Rich Slowly.


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The Secret To Have A Lavish Birthday on the cheap.

The Secret To Have A Lavish Birthday on the cheap.

For my birthday this year, my friends decided to show me that it doesn’t take a lot of money to feel indulged. They also showed me how quickly, and economically, one’s personal community can mobilize during a bad economy and turn a day full of costs, into something worry-free. Take a leap of faith [...]


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How to get out of a financial rut.

How to get out of a financial rut.

Have you ever been going about your daily routine and suddenly felt a wave of panic? Whether it’s a missed teeth cleaning, an unpaid bill or an overdue library book, incomplete tasks can weigh heavily on your psyche. When it comes to your finances, incomplete tasks can also weigh heavily on your bank account. That’s [...]


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Managing Finances on the go? Live virtually

Managing Finances on the go? Live virtually

Nothing disrupts a lazy day at the beach like a call from your accountant. My husband and I were in Mexico when our CPA called needing information from a bank statement. The only problem was those papers were back home sitting in a locked filing cabinet.
In a world that involves more paperwork than ever before, [...]


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Money management: Clear out, then start fresh

Money management: Clear out, then start fresh

Get rid of the old before starting with the new. Heard it? It’s the most effective old adage I live by. The same philosophy applies to taking on a new money management system.

There’s no way to start on the right track with new financial management systems without first clearing out the old, ineffective systems. [...]


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Tech Savvy Adults Can Help Parents’ Finances

Tech Savvy Adults Can Help Parents’ Finances

In a new generation of money management, adult children of retired parents are taking on an important role: financial planner.
I had one of the biggest financial lessons ever when my parents remodeled their home.
My parents aren’t great money managers. Both of them have done well with high paying jobs. They prepare their own taxes, and [...]


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GreenSherpa and Box.net Announce Technology Partnership

GreenSherpa and Box.net Announce Technology Partnership

Box.net, a leading Cloud Content Management provider, and GreenSherpa, a provider of Personal Cash Flow Management™ (PCM) solutions, announced a partnership that gives subscribers of both services the ability to access and manage their personal financial information from anywhere via the Internet.
GreenSherpa is the first Software as a Service (SaaS) application designed specifically for a [...]


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Micro Philanthropy: How to Give Money on a Budget

Micro Philanthropy: How to Give Money on a Budget

Just because you’re on a budget doesn’t mean you should forgo your desire to give to others. In fact, taking an exercise in being a micro philanthropist can make saving your money an easier and more joyful task.
There’s a misconception around the concept of charity that one can only give when they have more money [...]


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Paying Your Child? Here are Six Ways to do it…

Paying Your Child? Here are Six Ways to do it…

How do you pay your child allowance? Do you have a system? Do you make the kid work? It’s time to start teaching my five year old about how money works, so the inquiry is in many of my conversations. I’ve heard good ideas and crazy ideas, and those that are well meaning but that [...]


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Living Within Our Means: What A Difference A Recession Makes

Living Within Our Means: What A Difference A Recession Makes

I honestly have no idea what we were thinking in 2007. When I compare the money my husband and I spent on entertainment and life expenses to this year’s spending and last, it shocks me. In comparison, we gushed cash as a regular function of living in 2007. Did we have more fun? Was life [...]

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