35 Items across 6 Categories


Holiday Hypnosis Read Article

Who doesn’t like to take advantage of holiday sales? We all know they’re coming. And not only do they help stretch our holiday dollars, but it’s also an opportunity to purchase something for ourselves, maybe something we’ve had our eye on for a while.

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Parents, Adults
The Holiday Splurge Read Article

“HAPPY HOLIDAYS!” is what we all want. Our aim is to enjoy the holidays and bring joy to others. But when your post-holiday bills roll in after the big splurge, what do you want your money situation to look like?

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Parents, Adults, Advisors
  • Tips to Find a Financial Advisor
    One of the questions I’m asked frequently as I travel the country is “Do I need a financial advisor?” Many individuals and couples like the idea of tackling a variety of projects with a confident do-it-yourself mentality. However, I’ve found that DIY financial planning has its limitations. Given the level of complexity
  • Eating Out vs. Eating In
    Did you know the average American adult buys a meal or snack from a restaurant 5.8 times a week and more than 30% of children eat fast food on any given day?
  • Back to School–Pay it Forward
    The school supply aisles are stocked. Teachers have posted shopping lists. Families are flocking to stores in anticipation of fall. But this is more than a season for a shopping frenzy. It’s a time for all of us to consider new ways we can support schools in our community.
  • An Investment Club Reimagined
    Last year I received an invitation to join an investment club. I jumped at the opportunity. Why was I so eager? This wasn’t just a group of people pooling investment dollars. It was a cooperative investment club and would focus on supporting co-ops in my community and region. Linking my money and my values, now that sou
  • How to Maximize Graduation Cash
    The graduation season is fast approaching. With each day that passes, anticipation grows of the gifts and money a graduate will receive in celebration of their achievement. It’s crucial to plan ahead to maximize graduation cash before your young person dashes off to whatever lies ahead.
  • Two Minutes 'Til Touchdown
    I was returning home late one evening last month on a United Airlines flight from Boston after attending a board meeting for the Campaign for a Commercial Free Childhood. The irony of this connection will be evident shortly.
  • Family Gift Giving Resolution
    The holidays can create unhealthy expectations, especially for kids. How do you create a more manageable and enjoyable holiday experience for you and your family?
  • The Year of the Conversation
    As we ring in the New Year, it’s common and also helpful to do two things related to your personal finances: reflect on the choices you made (small and large), as well as, think about the choices you hope to make in the future.
  • Happy Thanks-Getting
    Should we really be surprised it has come to this? The National Retail Federation (NRF) projected that millions of Americans will begin their holiday shopping on Thanksgiving. Seriously?
  • 5 Steps to Successful Back-to-School Shopping
    Creating a back-to-school shopping plan can help kids develop healthy money habits while minimizing, what can be, a very stressful experience for families.
  • From Idea to Action
    Never underestimate the power of a single learning experience. Back in June of 2012, I led a learning event for alumni at my alma mater, St. Olaf College in Northfield, MN. During the presentation, I talked about the benefits of using a Share Save Spend allowance with kids as a way to introduce them to the topic of money
  • Building Wealth - One Choice at a Time
    On the eve of financial literacy month, it’s a good time to talk about what it takes to accumulate wealth – be it $1,000 or $100,000. More specifically, how it often boils down to our daily spending decisions.
  • 10 Tips to Achieve Financial Sanity in the New Year
    This year provided me with many opportunities to interact with LOTS of amazing people throughout the U.S and Canada. Based on hundreds of conversations with fans of Share Save Spend, here are my 10 Tips to Achieve Money Sanity in the new year. Thanks for your inspiration!
  • How to Maintain Your Sanity at the Holidays
    We often go to incredible lengths to make the holiday season spectacular—like tracking down the perfect gift for someone we love. Finding just-the-right-thing to make someone else happy and give us something to feel good about, if only for a few weeks.
  • How to Engage Young Philanthropists
    Millennials approach things differently than previous generations. From the way they work to the way they communicate, Millennials have developed unique ways of engaging with the world. It’s not surprising then that this generation also has a unique way of approaching philanthropy.
  • Save the Date?
    Move over Black Friday and Cyber Monday, Back-to-School Saturday has arrived—and it’s targeting your children. When it comes to shopping, marketers and retailers live by a simple rule of thumb: Nothing attracts a crowd like a crowd.
  • From Cash to Plastic to Cell - R U Ready?
    The shift to electronic payments via smartphone is here—and with it comes huge implications for consumers.
  • Managing Debt and Achievement
    The other day on my way to do a TV interview about student loan debt, I drove past the University of Minnesota campus and noticed a common wardrobe theme – funny looking caps and oddly shaped gowns – a powerful visual reminder that we are definitely in the midst of graduation season.
  • My Money Values
    We make thousands of spending decisions each year. Some purchases are truly needs, while others are clearly wants. But why is this distinction, which appears to be so simple, often so confusing?
  • Help Kids Develop Healthy Savings Habits
    Saving is a learned behavior. It’s something kids need to practice over and over from an early age. When teaching your child how to save money, it is important to start early. I worked with a family whose 12-year-old son, Luke, decided he wanted to buy a car when he turned 16.
  • Launching the Boomerang Generation
    There’s no question about it, everyone has suffered through the recession. But, according to a recent study released by the Pew Research Center, young adults are arguably being hit the hardest by today’s economy. Only 54% of 18 to 24 year-olds are employed, the lowest since the government began collecting this data in 1948.
  • Can Money Buy Happiness?
    There’s no question about it. Money is a necessary ingredient for happiness. We need it to meet our basic needs on a daily basis.
  • Teaching Generosity in an Era of Austerity
    How does our culture’s hyper focus on shaping youth spending habits square with the new austerity trend that is sweeping the globe? The contrast couldn’t be more dramatic. Imagine how confusing the message of austerity must be for youth around the world.
  • Money 911
    Establishing and maintaining an emergency fund is one of the most important things you can do for yourself—both financially and emotionally.
  • Transaction vs. Interaction
    Nathan did a brief interview with the Community Foundation of Greater Birmingham when he was in town speaking at two events sponsored by the foundation.
  • Guess who’s cashing student loan checks?
    Last month Walmart announced that it is extending its reach into the alternative check-cashing industry. The retail giant’s expansion of services means that you can now cash checks for rebates, pensions, retirement accounts, and student loans at any one of its stores.
  • Healthy Money Habits for the Next Generation
    In my experience of working with high-net-worth families, there is a significant imbalance in the amount of time and energy they devote to the transaction of wealth versus the interaction of wealth.
  • Help Kids Gain Valuable Money Lessons with Back-To-School Shopping Plan
    Creating a back-to-school shopping plan can help kids develop healthy money habits while minimizing, what can be, a very stressful experience for families.
  • Lessons to be Learned from the Debt Ceiling Crisis
    With American households spending about 106% of what they are earning we need to be honest about our financial situation and plan ahead for the unexpected.
  • Learn To Earn: 5 Reasons Your Teen Should Have a Summer Job
    As parents, we want to give our children every possible advantage to help them grow up to be mature, responsible, contributing members of their communities. Teens and college students who work part-time in high school or college earn 16 percent more after college than those who do not. And colleges are factoring in work
  • Getting the Most Out of Money Sanity Solutions: Tips for Financial Advisors
    Let’s face it, every family knows they should have conversations about money. The problem is that most people don’t know how. Where do they start? What do they want to accomplish? How do they broach difficult subjects? That’s where Financial Advisors have a unique opportunity to step in and help families proactively address
  • Why Can't Americans Save?
    Why Can’t Americans Save? This week the New York Times "Room for Debate" section took on that very topic. The article featured several different perspectives on a recent Harris poll that examined American’s savings habits.
  • New Book & Minneapolis Family Featured on NBC Affiliate
    Last week I had the opportunity to sit down with a local family and talk about money.