How is your July going? I always feel like summer is almost gone or at least zooms faster once the fourth of July comes and goes. And here we are again! This feels like an especially busy month for us as all of our adult children (all four of them) are either having a new baby this month (that makes 12 grands for us!)…

I am resurrecting a sign and a theme that I came upon vacationing in rural Wisconsin several years ago that is still timely to this day. My husband and I drove by a “Man Sale, ½ Price” sign one June day and out of curiosity turned around to follow the sign and see what it was about. I guessed right, it was a tool sale. And just like many sales, the last day is discounted…

If you’re a fan of helping the next generation to get a strong financial start, you may have heard about the new Trump Accounts and wondered: What exactly are they? The name has certainly generated attention, but setting politics aside, you may be wondering about some practical…

Have you been told “you are your mother’s daughter” or at least heard that said to someone else? Or perhaps you look like your mother in some ways? In this month of Mother’s Day, I thought it would be interesting to look at the research and reflect on our own situations…

I am a fan of national theme months, of which we have many in this country, so of course I love Financial Literacy Month in April every year. But I’m also realistic enough to know that most of the themes are best practiced all year long, whether they are health related, money related, or otherwise…

You may remember watching your children or nieces/nephews spend “their” money differently than “your” money? Suddenly, what they asked you to buy, was not what they were willing to spend their own money on, remember that? That always made me chuckle. And now I am seeing the same scenario in our grandchildren…

As a child, I always knew I admired my grandmothers but never really realized all the reasons why until my paternal grandmother told me the story of how she lost her husband. Not sure how old I was when she relayed the details either. We always just knew that she lost…

Living as a single woman after having been in a long-term relationship is a major adjustment. How is that for the understatement of the year? Whichever loss you went through, divorce or death, it isn’t an adjustment… it’s a major life change! And “grieving the loss” happens in both situations…

Do you ever feel like the universe, or God, or whatever your belief, is trying to tell you something? I’m having that moment right now. First, I listened to a podcast by Dr. Leaf about 5 steps to align your conscious mind with your subconscious mind. Then I had lunch with friends and part of our discussion…

As I write this, I am looking at nine of my past vision boards displayed on my office wall. As a financial planner, I know that I can’t control all of what comes in life, so I try to plan for the “what ifs” to at least hope to be less stressed when some of them come my way. And I also believe the saying…