Managing Money

December is upon us, and, before we know it, we will be celebrating the new year. Many times, though, people wait until January to look at their income tax situation and begin gathering all of the documents coming in the mail…

2020 is winding down, and all I can say is good riddance! I cannot recall a bleaker year. Like me, your job may have either gone POOF! or you are sitting by your phone waiting for that come-on-back call. I may be over 60, but I still get a thrill…

I realize that’s not exactly a shocking admission for those out there who find their work to be fulfilling. But I’m well into middle age and have been working for the better part of three decades. And it’s only in the past few years, since I started…

Like so many women in our Sixty and Me community, the landscape of my life is continually shifting. I spent 40 years working full time in the technology business while raising my two boys and balancing life and work. I retired from…

Historically speaking, your financial adviser’s job has always been to help you reach your financial goals. If you wanted to retire, travel or buy that vacation home, you were only to set your goal, and your adviser would tell you how to get there…

My grandfather, who passed away years ago, was a man I greatly admired. He was a decorated pilot who flew cargo missions over the Himalayas in World War II. He risked his life serving in the vital supply link that helped the Allies…

Are you naturally inquisitive? Do you love to learn? I certainly do. From my perspective, it makes life much more interesting. Health experts are currently telling us that learning something new every day, whatever our age, keeps us healthy…

I got a call the other day from a friend who’s looking to change careers in midlife. Knowing that I was a fellow traveler, she wanted to set up a time for us to talk so that I could give her some advice. I probably get a call…

If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love, power, independence, or something else? Whatever word you identified is the result of years of experiences…

Have you ever written an email, clicked send, and then found an embarrassing mistake? Often, you don’t see that misspelled word or insensitive phrasing until it’s too late, right? Read More