Managing Money

For many elder boomers, like me, the outdated model of retirement isn’t a good fit today. We’re healthier and living longer than prior generations. Most of us don’t want to just sit in a porch rocking chair gazing at the sunset…

My passion for helping women get more comfortable with their finances may at times come across as being bossy. Forgive me. I have been on the other side with too many women over the past 20+ years who experienced divorce or widowhood…

If you read financial information on social media or subscribe to publications, you very likely have seen references to direct indexing. What is it and is it something you might consider? First, a quick review of indexing as the term is used in investing…

If there is one piece of traditional financial advice I wish we all knew we could ignore, it would be “Only spend on what you need, not what you want.”
You’ve probably heard this piece of wisdom thousands of times in your life, and maybe you’ve even…

When we were in our 20s and 30s we had many advantages in life. Do I need to list them all? I don’t think so. We are very aware of those advantages… both the real ones and the imagined. But, as we age, we begin to realize (hopefully) that with all the disadvantages…

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…

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…

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…

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…

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…