One of my greatest a-ha’s as a financial advisor has been recognizing how early our money habits form. We often think they are developed as teens at the earliest, but more often than not, we learn them in early childhood from observing our parents. Add in the fact that money is frequently a taboo topic in our homes, you now have a recipe for debt and poor money habits and
View Blog...There was a part of me that worried it was a little early to start talking about the holidays this week. But I knew people needed time to both prepare and save money for the fun, but often spendy holiday season. It was then that I realized we are only 3 short months away from Christmas. Where does the time go?
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Editor’s Note: Tanya from Eat Laugh Purr is sharing some easy and affordable homemade gifts for the holidays with us. If you’d like to guest post at The Heavy Purse, please review my Guest Posting Policy and contact me. Christmas is my favorite holiday. While I don’t love the big crowds at the mall, I love hunting for the perfect gift for my loved ones, then carefully wrapping each present
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Today may be the official first day of Fall, ushering in the cooler temperatures (hopefully) and vivid Fall colors so many of us love. But for retailers, it is the start of the holiday season. You’ll find Christmas ornaments, Frozen Halloween costumes and Thanksgiving centerpieces scattered throughout the stores. It may seem a little early to decorate your Christmas tree, but it’s definitely not too early to start planning your
View Blog...It’s been a hot week in LA, but it’s finally starting to cool down a bit. And not a moment too soon! Many of my fellow bloggers are in New Orleans right now for FinCon 2014. I wasn’t able to attend this year unfortunately, but hopefully I’ll get to one eventually! From the tweets I’ve seen, they are having a blast too. 🙂
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My good friend, Shannon from Financially Blonde, just released her new book, Train Your Way to Financial Fitness, and I was fortunate to receive an advanced copy to review. Beyond sharing the same name, we have much in common. We’re both blonde financial advisors with young children who want our clients (and basically the world) to be financially fit. No more embarrassing money love handles that hold us back, but
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My friend, Laurie, recently shared how she was giving money all the power in their relationship and the steps she was taking to regain control. This happens frequently. Whether we like it or not, money does wield a lot of power in our world. It’s why it’s always been so important to me to teach Lauren and Taylor how to use that power wisely, so they are in control, rather
View Blog...It’s been a hot week in LA and it’s only going to get warmer this weekend. Where is my beautiful Fall? Of course, I really can’t complain as Calgary enjoyed Snowtember this week and has my sympathies. I’ll take a little heat over snow any day!
View Blog...September is Life Insurance Awareness Month and I want to do my part to help promote this often overlooked need. As a Certified Financial Planner (CFP®), life insurance is a topic I discuss with all my clients. Many would prefer to avoid this discussion, even though we all know death is one of life’s certainties. What isn’t certain, however, is when we will die.
View Blog...Fall is my favorite time of the year. It’s almost beautiful everywhere, and it’s a little lull before the chaotic (and expensive) holiday season. We look at the pretty fall foliage instead of staring at store racks, trying to find gifts for everyone. It’s also a time where people put away their vacation mementos and become a bit more action-oriented, especially on their finances.
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SHANNON RYAN, CFP®