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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

Are You Confident You Would Receive a Good Offer for Your Business?

The number one reason a business doesn’t sell is because the owner places an un-realistically high value on her business. Think of it like you’re selling a house. You have wonderful memories created in the house. It’s served you and your family…

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2 years ago

Challenge: Writing Love Letters to Your Money

Writing to money can help us positively build a relationship with our money. It helps us to be honest with ourselves about money. It helps us to really see the big picture of our frustrations and feelings about money. Every day, we bottle up our feelings about money…

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2 years ago

How to Know If You’re Addicted to Spending

Although the best way to know if you’re suffering under a spending or shopping addiction is to seek out the support of a qualified therapist, we can use six questions to get a broad understanding of how spending may be impacting your life…

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2 years ago

What You Need to Know About Taxes When Selling Your Business

Selling your small business comes with several tax implications, depending on factors like the sale structure and the nature of the assets involved. To get an overview of key tax issues, I spoke with Adrienne Stewart, CPA/ABV, a senior manager at Larson Gross…

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2 years ago

How Do I Find a Buyer for My Business?

Once you decide it’s time to exit your business, there are three preliminary steps for you to prepare your business for a sale. After you’ve gone through these phases, the next stage is finding a buyer. Here are nine ways to find potential buyers for your business…

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2 years ago

My Scam Story: Do As I Say, Not as I Do!

I am a “mature” woman. Although I am retired, I do not think of myself as old. I exercise several days each week in a well-equipped gym – an hour on the stationary bike at high resistance and 10-15 minutes of rowing strokes. I also walk 4-5 miles at least two…

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2 years ago

What Type of Financial Couple Are You?

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…

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2 years ago

What You Need to Know About Credit Freeze

My website had been down for about 24 hours, and I didn’t have a web developer and was trying to do it all on my own. After a day of beating my head against this particular wall, I reached out to a therapist friend who recommended her web…

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2 years ago

11 Most Asked Questions I Get About Taxes in Retirement as a Financial Planner

With today’s complex tax rules, taxes in retirement can be a nightmare. Retirement accounts come with many tax traps that even the most careful investors may fail to see. Therefore, it shouldn’t be a shock that some retirees might be paying more taxes…

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2 years ago

Do You Still Need Life Insurance Over 60?

Is life insurance over 60 really necessary? This is a more difficult question than it sounds. After all, many women have had life insurance for most of their lives. When we are younger, we see it as a necessary measure to protect…

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