Managing Money

New year, new start, new way to do something, a new opportunity to improve your life… at least that’s how we often start the new year, right? Take advantage of those good intentions to get yourself headed in the right direction, whether it’s related…

I wasn’t old enough to rent a car, but in my early 20s a major brokerage firm recruited me to become a stockbroker. Now I’m sharing five very simple lessons that will help you get closer to financial freedom…

Now that we are in the month of New Year’s resolutions, we often have change on our mind. We all have something we know we want or need to improve in our lives. The hardest part can often be getting motivated to make that change, identifying…

Financial planning for retirement frequently ignores a huge subject area: planning for potential long-term care costs. Studies show that well over half of today’s 60-year-olds will eventually require some sort of long-term care. Yet, only about half of us…

While it can feel intimidating to end a relationship, it’s critical to get the help you deserve. Plus, moving on to another chapter doesn’t necessarily mean that you dislike your advisor or that anybody is a bad person. Sometimes a financial…

There’s an old expression that seasoned college professors like to invoke about teaching: “The first year you get it wrong. The second year you fix it. And the third year you’re bored.” As I settle into my third year running my…

Whether you are in need of a new mechanic, dentist, or hairdresser, your main priority is to find someone you can trust to meet your needs reasonably. The same holds true for seeking financial experts like a tax advisor, estate planning…

As 2021 comes to an end, it’s an excellent time to review your finances for any tax moves that might benefit you. This time of year might be busy with seasonal events and other deadlines, but some opportunities come with an expiration date…

You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word!?!) are all referring to great advice, in my opinion, to clarify the situation…

These days it is not uncommon to make a career change mid-life. Many people in their 50s – and even into their 60s – are asking themselves, “What do I want to be when I grow up?” The numbers of those 60+ having to continue…