Managing Money

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…

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For many elder boomers, like me, the outdated model of retirement isn’t a good fit today.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…

If there is one piece of traditional financial advice I wish we all knew we could ignore, it would be “Only spend on what you need, not what you want.”
You’ve probably heard this piece of wisdom thousands of times in your life, and maybe you’ve even…

When we were in our 20s and 30s we had many advantages in life. Do I need to list them all? I don’t think so. We are very aware of those advantages… both the real ones and the imagined. But, as we age, we begin to realize (hopefully) that with all the disadvantages…

Women over 60 are no strangers to hard work. Most of us have worked all our lives, whether it’s at a full-time job or caring for children or for aging parents. But as we approach retirement age, many older women are starting to think about…

As a retired financial planner, I admit that my favorite clients were those whose goals included generous charitable giving. One couple comes to mind. Not only did they make generous donations to their alma mater and favorite non-profits…

When I shared the first draft of my financial checklist book with a publisher years ago, his reaction surprised me. “This is a ‘honey, I love you’ book!” he said. “I am going to get this book for my wife for Valentine’s Day and tell her that my gift will be…