Managing Money

Looking for a job in your 60s can feel similar to riding a wave. On one hand, you may welcome the chance to hit the restart button on your career and gain a fresh sense of purpose…

It might be intimidating to invest money for retirement, mainly since it’s usual for soon-to-be retirees to worry about whether or not they’ll have enough money to support themselves in their later years. Several general guidelines can be used…

Selling your small business is more than a financial transaction – it’s an emotional journey. A business owner who’s been through that ordeal knows the feelings that arise: identity loss, the overwhelming urge to just “get it done,” and excitement mixed with…

In retirement planning, one of the most common questions we have to answer is the one above, helping people determine what is the best time to elect taking Social Security income. This choice can be even more complicated for women who are widows…

In our current, complex financial landscape, different kinds of financial professionals are needed. Do you need a financial advisor? Do you need a financial coach? Or… both??? Financial advisors educate their clients on different financial products and services…

When I sold my business several years ago, keeping clients and employees in the dark during the sales process was emotionally draining and a challenge from a practical standpoint. I knew keeping a lid on things was crucial and, at the same time, I wanted…

Are you worried that you may need to work far into the future, or change your lifestyle dramatically in retirement, or both? How do your retirement savings compare to others’? For many people, an employer sponsored 401(k) retirement savings plan houses their…

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…

When I sold my business several years ago, keeping it confidential kept me up most nights. I was equally concerned about keeping clients in the dark and our team from feeling betrayed when they found out. However, I knew I’d need to let all key stakeholders…

As I walked behind two professionally dressed older men, I couldn’t help but overhear their conversation. I was heading to a class that promised to address public speaking anxiety. Apparently, these two men were headed in the same direction…