Feb 19, 2019
It’s time to have a talk. The “what are we doing here?” talk. But this time, instead of sitting down with your significant other to talk about your relationship with each other, it’s time to have “the talk” about your relationship with money. We understand that...
Dec 14, 2018
This article originally appeared in Chrysalis Institute’s “Words for the Journey” newsletter. Author Roberta Keller is both the CEO of Alexis Advisors and Treasurer on the Chrysalis Institute’s board of directors. The Dalai Lama, when asked what surprised him most...
Sep 7, 2018
Many of us have been taught that we have to choose between our values and our money. That being a good person, upholding our core values, or being spiritual requires that we disregard or neglect our money. Yoga has become a household word in the American...
May 22, 2018
When was the last time you talked to your kids about money? If you’re like many parents, the thought of having a money talk probably sends you into a cold sweat – even more so than having “the birds and bees” talk. When should you start the conversation? The...
Nov 20, 2017
I have recently been trying to support a handful of clients, and my employee, Paige, in finding a decent solution for health benefits. If you work for a large company, you are set. But if you work for a small business, the landscape is pretty dreary. As a finance...
Aug 9, 2017
For most of us, our money behaviors are hereditary – that is, we often model our own behaviors after one or both of our parents’ money behaviors. Or we were so affected by our parents’ negative money behaviors, we spend our lives trying to do the exact opposite. When...