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Managing Money

Managing your money in retirement is just as important as making it. Money gives us the ability to live a good life and maintain a healthy lifestyle. Let's explore the world of encore careers, jobs for seniors and small business success.

1 week ago

Cheers for the Future of Charitable Giving

As a retired financial planner, I admit that my favorite clients were those whose goals included generous charitable giving. One couple comes to mind. Not only did they make generous donations to their alma mater and favorite non-profits…

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3 weeks ago

The Gift Women Really Need

When I shared the first draft of my financial checklist book with a publisher years ago, his reaction surprised me. “This is a ‘honey, I love you’ book!” he said. “I am going to get this book for my wife for Valentine’s Day and tell her that my gift will be…

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3 weeks ago

Does Working in Retirement Require a Shift in Mindset?

The word “retirement” is taking on a completely different meaning in the 21st Century from what it meant in our parents’ day. Back then, retirement referred to the day you stopped work, and life thereafter looked pretty much like going on holiday…

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4 weeks ago

Are You Guilty of Financial Infidelity?

A 2023 survey done by bankrate.com found that nearly 40% of respondents are committing some kind of financial infidelity on their partners. And although the younger generations seem to have a higher incidence of this, no generation is immune…

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1 month ago

Money and Remarriage: How to Navigate Divided Loyalties and Shadows from Previous Relationships

If you thought dealing with money issues can be tricky in a marriage, it’s way more difficult in a remarriage. In a marriage, you have two people from different backgrounds with different approaches to money…

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1 month ago

The Loving Thought of Financial Fidelity

This is the time of year we focus on those we love. Children share valentines in school, heart-shaped boxes full of candy disappear from the shelves, florists run out of red roses, and jewelry stores appeal to lovers of any age. There is a special focus…

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1 month ago

Let’s Talk About PLESA

Are you one of 63% of workers who cannot cover a $500 emergency expense? Effective January 1, 2024, help may come from your employer in the form of a PLESA which was created by the SECURE 2.0 Act of 2022. PLESA stands for pension-linked…

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2 months ago

“Planuary” a Better Approach to the New Year?

Are you sick of it yet… all the tips and tricks for making New Year’s Resolutions? And at the same time, all of the depressing stats on how quickly we fail (by mid-January!) at keeping those resolutions? Don’t get me wrong. I am a huge fan…

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2 months ago

How to Make Your Savings Stick Around a Bit

Regardless of your income, it can be difficult to build savings. We all know we should be building savings and not just using it for any purpose, but we haven’t really been told how to do that.
Just expecting yourself to automatically build savings is not enough…

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2 months ago

Is It Possible to Brand My Small Business?

These days, branding is a word that is bandied about freely. Everyone, from celebrities to wanna-be influencers, is trying to brand themselves or their business. You may be thinking, that’s okay for famous people or big businesses but what about…

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