Are You Suffering From A Minor Case Of Amnesia?
This question may seem out of place but stay with me. I can’t tell you how often I sit with someone at my conference room...
The Family Money Talk: What To Discuss and Why
As adults over 50, we can suffer from putting off the money talk in two ways – having the talk with our aging parents AND...
Financial Planning as a Show of Love
We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a...
3 Reasons to Make Financial Gifts to Family During the Holidays
The giving season is here, which makes it a good time to examine whether you should be giving financial gifts to family members now rather than...
7 Year End Financial Planning Tips
Decisions are best made with a little time for reflection, good information, and advice from experienced professionals and those with opinions you value. These final...
Financial Advisors Don’t Always Understand Women – And Why You Should Never Settle for That
My first boss in the financial services industry told me I was doomed to fail, in large part because I was female. That was 1989,...
5 Ways to Save for Retirement
A sense of mild panic can set in as we reach a certain age and face the fact that we could have saved more for...
8 Things To Know About Long Term Care Insurance
Life has a tricky way of throwing barbs at us when we least expect them, and that’s why I put Risk Assessment and Risk Management...
7 Tips to Ease Your Pain for Next Tax Season
With memories (nightmares?) of the recent tax season fresh on your mind, now is the perfect time for strategies and actions to make the next...
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