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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.

2 years ago

Benefits and Traps of Starting a New Business After Selling Your Current One

When you exit your current business, you’ll have choices about what to do next. It may be too early for you to think about this because you’re knee deep in your current business but think about it for a minute. When you’re done with this business…

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2 years ago

Personal Loans: Do You Know How to Get One?

Whether you want to consolidate debts or take out a personal loan to ensure your vacation is amazing, let’s talk about the key features you might consider when looking for a personal loan. First, check if the loan provider you’re considering is legitimate…

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2 years ago

The Three Bucket Portfolio

Are you retired or is retirement within sight? Congratulations! Now you can do all those things you have dreamed of doing in your leisure years – travel, spend time with family, volunteer, play more golf or pickleball, or try something new…

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2 years ago

Why Your 60s Are the Best Time to Start a Business

Retirement has changed. A lot. Today it is more about transitions, rather than endings; more of a journey rather than a milestone. Pensions and other traditional safety nets are mostly a thing of the past. As women, we have to rethink…

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2 years ago

How to Help Grandkids Headed Back to School

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…

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2 years ago

“When Is the Right Time to Sell My Business”?

This is a common and understandable question I receive from business owners. The answer is both objective and subjective. Let’s dive in and see if I can help you determine when is (or will be) the right time for you. There are five questions to consider…

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2 years ago

Making Thoughtful Summer Purchases: Does It Make Sense?

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…

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2 years ago

The Baker’s Dozen (or 13) of Money Blocks

Older women often have to manage difficult financial issues and the demographic most at risk of homelessness, currently, is older women. Therefore, it’s incumbent on us to look for strategies to mitigate senior financial problems…

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2 years ago

What’s Holding You Back from Exiting Your Business?

If you’ve started to hear whispers in your head it’s time to get out of your business, time to exit, what’s holding you back from starting the exit journey? The following is a list of reasons I’ve heard from business owners over the years. How many of these…

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2 years ago

Is Your Financial Adviser Comfortable Discussing Your Personal Needs?

Joan and Stanley went to visit their financial adviser, with the express intent of getting all their financial questions answered. Headed towards their late 70s, and facing a possible further two decades (or maybe more), they were concerned…

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