Do you love the holidays like I do? Or do you feel more like Scrooge (like my husband pretends to be)? If you’re not in the “Bah humbug” mood, what is it that brings you joy about this season? Lights, music, food, festivities, gifts…

Human nature is that we don’t pay attention to things around us, until they happen to us personally. For example, if you were pregnant, you didn’t notice all of the pregnant women around you until you were pregnant yourself. Or you never noticed all of the drivers with vehicle X (pick one) until you…

In the spirit of Halloween, I couldn’t NOT share this picture I took on a lovely Fall walk the other day. It made me chuckle but also think about the futility of waiting for the perfect anything… man in our life, time to achieve a goal on our list, or tackle the dreaded estate planning…

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…