Already retired or thinking about retiring? Once we are over 60, most of us likely fall into one of those two categories. No matter which one you are in, I encourage you to ask yourself if there has been a whisper in your mind that you have been ignoring? Dr. Caroline Leaf…

Where have your summer travels taken you this year? Some new places, challenging adventures, or enjoyment of favorite stomping grounds? I was reflecting on this during one of many “longer than I like” drives to get from Point A to Point B. And I realized we always have some new…

Normally, when you hear or say the phrase “to each his own” you are likely shrugging and recognizing that things can be different for different people. And it’s no big deal. But when it applies to your financial power of attorney document…

Oh, if we had only known then what we know now! We can say that about many things in life. August is Wellness Month, so I want to share some thoughts and a challenge for you about financial wellness. It’s a topic we have yet to embrace…

Did you have an allowance when you were a child? Did you put an allowance in place when your children were young? Or perhaps you didn’t have children but watched nieces/nephews and friends’ children learn about money, or not? It’s kind of scary to realize, but super…

When I first started my Health and Financial Wellness (HFW) for Women group here in Phoenix about nine years ago, I asked the initial gathering of women which topics they would most want to learn more about. Most of the women attending were in their 60s and many were retired…

I invite you to take yourself off of autopilot mode for a minute when it comes to how you and your significant other handle your finances. Research suggests that half or more of our daily activities are driven by habits, done with little or no conscious thought. I would argue…

I am positive that you or someone you know has experienced a scam. No matter which technique was used, the resulting behavior is known as an “amygdala hijack.” The brain’s fear and threat response center, the amygdala, was triggered by criminals to elicit strong…

Does this sound like you? I like my life right where I am. I know there is a lot going on in the world. I keep abreast of it but can’t do much about it all. Inflation has sky-rocketed prices. So I’ve adjusted my spending. Geopolitical and market headlines…

In the United States, since the late 1990s, financial experts and educators identified a significant gap in financial knowledge among young people. An effort began to designate a special day of the year to educate youth about essential money management skills…