If something happened to one of your parents OR you tomorrow, would family know what to do? Or where to find the financial information? Role reversal, at least at first, can feel awkward or just not quite right even when it may be needed. You may go from caring for children to caring for a parent in physical, financial or other ways…

In the spirit of October, which is not only National Estate Planning Awareness Month but also the month of Halloween, it seems appropriate to think about what can feel like a gruesome topic: when we stop breathing. What are the “morbid details” that you want to take place? Do you want CPR administered? Who do you want to speak for you when you can’t…

I don’t know about you, but once I turned 60, I have had two ongoing thoughts: Sometimes, I feel like I am just getting started and other times, I feel like running out of time is the bigger worry than running out of money. Can anyone else relate to that? Life happens to all of us. And at the same time, life feels like it goes faster and faster as we get older…

I know, the concept of aligning your financial goals with your values sounds like one of those “blah blah blah” topics we have all heard about, shook our heads in agreement, and then went on our merry way. I always provide tools to help implement whatever my message is but again, we often read and go on our merry way, no action…

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…