Managing Money

One of the most important decisions you will make is choosing your financial advisor. A financial advisor generally manages your money and provides financial guidance at critical life moments, so they can help shape your life situation…

Our attitudes toward the important things in life – relationships, money, and careers – are shaped by the experiences we have in our youth. The Millennial generation – our kids, in other words – are demonstrating this in their attitudes…

One of the major concerns for those entering into retirement is no longer having a paycheck. In addition, there is a normal fear of running out of money and having to spend what we spent a lifetime saving. One of the primary issues is…

With their many twists and turns, the thought of trying to figure out Social Security policies can make your head spin. Myths abound about Social Security. Unfortunately, many people believe them. Sadly, these myths can cost you big time…

What is a favorite memory you have of holiday time as a child? Maybe it was related to an event or activity rather than a gift. Or perhaps you have smells or sounds that come to mind when you think of the holidays. I remember getting…

Have you applied for Social Security benefits only to find that you will get less than you expected? Many government workers are shocked to learn they will get a lower payment when they retire…

December is upon us, and, before we know it, we will be celebrating the new year. Many times, though, people wait until January to look at their income tax situation and begin gathering all of the documents coming in the mail…

2020 is winding down, and all I can say is good riddance! I cannot recall a bleaker year. Like me, your job may have either gone POOF! or you are sitting by your phone waiting for that come-on-back call. I may be over 60, but I still get a thrill…

I realize that’s not exactly a shocking admission for those out there who find their work to be fulfilling. But I’m well into middle age and have been working for the better part of three decades. And it’s only in the past few years, since I started…

My aging parents are both over 80. They live in their own home and are managing their day-to-day activities and financial affairs with admirable fervor and zest. I see them every few months, and we talk regularly on the phone. They acknowledge…