Manisha’s MoneyZen Blog

Photo: Louis Leray

How Fit Are Your Finances? What to Check Up on in The New Year

“So how are those 2014 financial resolutions going?” If you find that question cringe-inducing, trust me: you are not alone. And you may be over-reacting. As a financial advisor, I can assure you it’s still plenty early for you to turn your good financial intentions into actionable steps and repeatable systems. All behavior change (weight […]


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How to Increase Your Retirement Confidence

How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great. Consider this comparative data from an annual study by the Employee Benefit Research Institute: • In 2007, the EBRI study found that 27% of wage earners felt “very confident” their retirement plans were on […]


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Five Fab Finance Books to Brighten the 2013 Holidays

Looking for a gift that will keep on giving? With the year wrapping up and the gift-wrapping set to begin, here are some personal finance books for the special people in your life. Young or not-so young, wealthy or struggling, happy or not quite so, there’s something for everyone here. The Investment Answer, by Daniel […]


Photo credit: Louis Leray

Do You Need a Financial Planner or an Investment Manager?

If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to understand the difference. Confusion is common because the terms don’t just describe job titles; they also refer to […]


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The 5 Most Common Mistakes Investors Make

As a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?” You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid painful, crippling, ‘WHAT-was-I-thinking?’ mistakes.  One of my mentors says it best: “Sometimes you need […]


About Manisha’s Money Zen Blog

This blog chronicles my quest to identify simple, joyful methods that we can all use to feel calmer and more balanced in our relationship to our money.

Despite the abundance of personal finance books, magazines, radio programs and TV shows that have exploded into our lives over the past two decades, most of us struggle to find financial sanity, security and serenity. Rather than help us eliminate money pain, all this information has left us feeling overwhelmed and confused. We need fresh wisdom to break out of the cycle of despair and create lives of abundance.

Here’s hoping these short pieces will help you craft a uniquely rich and rewarding life.

To Your MoneyZen,
– Manisha