NewMaker Financial

02/28/2025

Why are you investing? It is a question you might not have paid a lot of attention to, but in today's article we explore why it might be the most important question for your success.

11/29/2023

What to Do When You Get a QDRO Transfer After Divorce by beth | Nov 13, 2023 | Divorce, Finances, Retirement By: Charlene Laney, certified financial planner with NewMaker Financial If through the course of divorce negotiations, you walked away with a part of your ex’s 401(k) (or some other qualifi...

09/08/2023

We are excited to be partnering with The Law Office of Anna L. Burr to sponsor a booth at the next Colorado Cat Fest! Our booth will be dedicated to pet trusts and making sure your cat or other beloved pets are taken care of if you pass before they do. Come for the cats, stay for the advice! I guess stay for the cats, too.

Online registration for Cat Fest CO: Denver 2023 Vendor Registration.

06/14/2023

"Usually the amount spent on nourishment...is not the biggest amount of people's spending, its just the most emotionally charged." - Wendy Wright, LMFT, Financial Therapy Solutions

Great interview with Wendy and NewMaker Financial about how our attitudes and traumas towards food relate to our money attitudes, and why it can sometimes set up up for failure in budgeting. We don't have to be ashamed of our spending habits with food!

More info at: http://NewMakerFinancial.comhttps://FinancialTherapySolutions.com/Securities offered through LPL Financial Member FINRA/SIPC.

06/07/2023

What is the gap between advice and implementation? Why do we struggle to follow through on money behaviors we believe are good for us?

According to Wendy Wright, LMFT, Financial Therapy Solutions, there might be an emotional or mental block around money that needs a more specialized approach.

Learn more in part two of NewMaker Financial 's interview with Wendy!

More info at: http://NewMakerFinancial.comhttps://FinancialTherapySolutions.com/Securities offered through LPL Financial Member FINRA/SIPC.

05/31/2023

"How much of your life is given over to money thoughts? Money fears, money uncertainties, repetitive thought patterns, obsessive thought patterns...if that number is higher than 50% what you can see is that has more control over you than you have over it." -Wendy Wright

NewMaker cofounder Charlene Laney, CFP® recently interviewed Wendy Wright, LMFT, Financial Therapist, CFRC,CEDS,CIEC about the blossoming field of Financial Therapy. In today's video she discusses why it's important, and who might consider exploring it. This is the first part of a three part series.

More info at: http://NewMakerFinancial.comhttps://FinancialTherapySolutions.com/Securities offered through LPL Financial Member FINRA/SIPC.

05/05/2023

It was a pleasure to be interviewed by Intuit QuickBooks on what financial therapy is and how it can help small businesses. If you're a small business owner or just an individual looking to take control of your finances, give it a read here: https://intuit.me/3AVgwcC

04/27/2023

73% of people don't follow a budget, it just doesn't work for them and that's ok. Look at the skills and mindsets that make non budgeters more successful with money.