Managing Money

You have spent years learning about how to “save” for retirement. Save first, spend later. Dollar Cost Averaging. Asset allocation and rebalancing. In the United States, you have put money into your IRA, or your employer…

We all know that men think differently, and this includes all areas of life. Including money. Here’s a real life example: Jack and Sarah went in to see their banker. Jack stated that he wanted the mortgage paid off in five years and asked…

Many people are working well beyond the traditional retirement age, partly out of necessity and partly because they still want to contribute and are not ready to retire. Whether you’ve been laid off, you’re retired and looking…

Working from home can be a mixed blessing for those of us old enough to have finally finished with putting on those high heels every day and going in to the office (or shop, or wherever) to work. Maybe you like not having to get dressed up, being able…

Were you “let go” – or fired or displaced – after 50? Does it even matter what they called it? Well… yes and no. There are several differences between being “let go,” being fired, or even being displaced. For instance, there could be severance pay…

Charitable giving often conjures up images of the uber-wealthy creating foundations and complex trusts. While this is certainly true, a lot of people without millions regularly give money to the causes they support. It is also important…

October is National Estate Planning Awareness Month across the United States. And National Estate Planning Awareness Week, the third week of the month, was adopted in 2008 to help the public understand what estate planning is, and why it is such a vital…

If, like me, you are a single woman in 60s and beyond, you may be thinking about the best places to retire. Perhaps you are looking for a country with a lower cost of living so that you can make your retirement income stretch farther…

When it comes to financial security, Baby Boomers are somewhat of a mystery. On the one hand, we are often called “The richest generation of all time.” On the other hand, even after decades in the workforce, we still carry the second highest level of debt…

You’re probably very capable when it comes to managing your finances. But if you ever want advice on financial planning, investments, or other money-related topics, a financial advisor might be able to help. Whether you just want answers to a few questions…