This past summer, my husband and I kept running into people who had been to Europe on bike trips. Every conversation fed our intrigue and we started looking into a self-guided bike trip through Austria, Slovenia, and Croatia.
Financial intimacy changes as we age, and I want to do it with dignity and grace! In our early years, Mark and I became financially intimate through sharing our financial history.
I am finding new grey hairs every day, and I admit, I am trying to tame them with a bit of color. As I embrace this season of life, I am looking at the grey differently and want to encourage you to do the same.
Regardless of how we feel about it, the year 2018 is rolling to a close. Perhaps we failed to achieve the goals we had set for ourselves in those past 12 months. Or, maybe we managed to fulfill our expectations.
Science has shown us the mental and physical benefits of positive affirmations. Why not use the same techniques now and apply them to your financial life after you retire?
We recently celebrated my dad’s 85th birthday, and my mom will turn 80 in January. They live in their own home and are managing their day-to-day activities and financial affairs with admirable fervor and zest.
Historically speaking, your financial adviser’s job has always been to help you reach your financial goals. If you wanted to retire, travel or buy that vacation home, you were only to set your goal, and your adviser would tell you how to get there.
We miss the profound depth to financial thriving when we focus solely on getting better rates of return, maximizing Social Security, mitigating risk, diversifying assets or addressing draw down rates – the traditional talk of financial advisors.
Women are natural givers – sometimes to our detriment – and as such we need to understand the safe boundaries (how to help, not hurt) around sharing what we have.