Managing Money

Quarantine. Lockdown. Shelter in place. Social distancing. Covid-19. Who heard of these terms before, or even knew what they meant – let alone were intentionally living them every day – until 2020!? Hopefully, going forward, none of us will spend…

Retirement planning for widows (and widowers) involves some unique aspects that must be considered in addition to the emotional grief and stress that comes with losing a spouse. There seems to be some correlation between times…

I actually hate that question. My first impression is that it implies my worth as a human being – regardless of my accomplishments – will rarely be enough. I read a Facebook post recently that struck a chord in me as a woman. It was in regard…

Once upon a time… she kissed the frog who turned into a prince… and they lived happily ever after! Is that how your marriage story went or is going? Mine neither! Although I do have to say that after 37 years, my husband and I feel less stressed, happier…

Can you work and collect Social Security? The simple answer is yes. The more complicated answer is that you may not want to. There are two reasons to wait to apply for benefits if you plan to continue to work – penalties and taxes…

Ladies, when you “dis” something you mentally degrade or put it down. This can hinder you from using your financial resources in retirement to fulfill your unique version of true wealth…

Many seniors feel overwhelmed with their financial situation. It could be credit card debt or piled up medical bills. No matter the source, you are not alone…

We humans have an understandable tendency to take action on things that are important to us in the moment. And until we have something happen in our lives that reminds us that our risk of mortality is 100%, we often leave the “when I’m gone” wishes…

You have crossed over the proverbial finish line of retirement. You set your financial goals, and your financial advisor says you have the resources to sustain your income needs…

Call it money issues, financial trouble, money stress, or financial disagreements, they are all red flags in a long-term relationship if they are not resolved. Money is often one of the top reasons for divorce. So, acting on financial conversations…