Don’t look now, but the year is about to end, and we will be in New Year’s Resolution time again before you know it. That means it will be time to pull out your Bucket List, Goal List, etc., to review and revamp… again. Have you ever felt like your Bucket List is on pause?

I need to get better at writing down the sources of my favorite phrases and sayings (I have a notebook for those). Recently, I read (and did not write down the source) that a low level of social interaction can be just as unhealthy as smoking, obesity…

We may spend up to a third of our life in retirement. It’s been said that we are currently in a retirement tsunami (10,000 baby boomers retiring each day for the next 10-15 years). And realistically, we all eventually realize that there are the Go-Go years, the Slow-Go years…

Role reversal, whether it is as a parent/child or even a grandparent/grandchild, never quite feels right. Becoming the “let me help you” person in the relationship is not how it likely went for most of your life. But with aging, that sometimes changes or needs to change…

When staying in a hotel/motel, when did we transition from having an actual person call your room in the morning as your courtesy wake-up call to now having a computerized message on the other end of the line? Of course, with our over-the-top bells and whistles…

Have you ever felt guilty or frustrated with your lack of comfort with money? Or wish you felt more knowledgeable or confident when making financial decisions? Or wondered why your money personality is so different than that of your siblings, even though…

One of my biggest lessons learned in the work world, when I first started working in finance, was that just because you did everything right, the next person or department responsible for finishing the task may not be as diligent. I remember saying out loud…

Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way it can feel awkward. But it is helpful to ensure our parents’ well-being, safety from scammers…

As summer winds down and families gear up for the back-to-school season, it’s a perfect time to equip our grandchildren with essential skills for a financially savvy future. I think we can all agree that starting early with smart money habits sets a strong…

Remember this picture? I took it the summer of 2023 when we were traveling in Wisconsin (and I actually wrote a blog around it too). I still chuckle every time I think of it. But here we are again in the middle of Summer Sale season…