Managing Money

There are huge benefits in living your values. When we live in accordance with our values, we feel like we’re presenting our real, authentic selves. Using our money in a way that aligns with our values will make us feel more in control and much more fulfilled…

Dealing with a financial mess can be difficult. But borrowing money from the wrong source can exacerbate the situation. When it comes to your 401(k) savings, your goal should be to let that money grow to have funds for retirement…

Small business owners often ask what the hardest parts are in selling a business. They ask me if the biggest challenges are finding a new buyer, negotiating sales price, informing clients or customer, or something else. While these tasks are not easy, in my experience the most difficult challenges are: Let’s dive into these to […]

Every day, I receive an email from a site called WordDaily. I love to challenge myself to guess the meaning of the word. Recently, eigengrau was the Word of the Day. I recognized its German origin and the “gray” part but not the entire meaning of the word…

Many top business coaches like Ali Brown, Brene Brown, and Stephen Covey suggest you start a project with the end in mind. The same applies to selling your business. Along this line, if I asked you to list goals for selling your business, you might list…

If, like me, you are a single woman in 60s and beyond, you may be thinking about the best places to retire. Perhaps you are looking for a country with a lower cost of living so that you can make your retirement income stretch farther…

Many of you might have purchased life insurance at some point because someone depended on you financially and you are a responsible person. But what if you were sold a permanent policy that you don’t need anymore, if you ever needed it…

For many elder boomers, like me, the outdated model of retirement isn’t a good fit today. We’re healthier and living longer than prior generations. Most of us don’t want to just sit in a porch rocking chair gazing at the sunset…

My passion for helping women get more comfortable with their finances may at times come across as being bossy. Forgive me. I have been on the other side with too many women over the past 20+ years who experienced divorce or widowhood…

If you read financial information on social media or subscribe to publications, you very likely have seen references to direct indexing. What is it and is it something you might consider? First, a quick review of indexing as the term is used in investing…