Managing Money

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…

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…

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…

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…

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…

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…

At this point in my life, I like to believe that I pretty much know what I think about professional reinvention. As a veteran of several career changes, I’ve given a lot of thought to not only how – but when – to embark on a midlife career makeover… 

Have you ever thought, “I’ve got to get my spending under control?” That’s just what I was thinking on a Saturday morning while going over bills. Somehow I’m always surprised at how all those little purchases add up…

Impatience is a classic toxic money mindset that tells us attractive lies. Impatience can lead to impulsive decisions that can have a negative impact on your financial health in the future. This article will discuss how to overcome impatience…

THE Day is finally within sight. That is, the day you sell your business. It’s not here yet, but it’s getting closer and when you allow yourself to dream, you will wonder, “So how do I actually get paid?” Most of us dream of a big lump sum when the exit day…