Managing Money

Looking for a new job can feel like moving into unfamiliar territory. Some of us need to work, some of us want to work. But all of us bring decades of experience, perspective, and professionalism to the table. And yet, even with all that we’ve earned, the process can still leave many…

What thought immediately comes to your mind when you read this question? Maybe it’s – “Are you kidding, I don’t have a clue!” Maybe it’s – “My plan may need some tweaks, but I am confident I’ll be fine.” Perhaps you are one of those people who believe in living day to day…

Already retired or thinking about retiring? Once we are over 60, most of us likely fall into one of those two categories. No matter which one you are in, I encourage you to ask yourself if there has been a whisper in your mind that you have been ignoring? Dr. Caroline Leaf…

Women in their 60s are increasingly questioning if it makes sense to continue working. For a variety of reasons, including an increased focus on what’s most important in life, work is sliding down the list of priorities. With the help from stock…

Most of us know what it feels like to regret a purchase. Maybe you’ve bought something you didn’t need, given too much to a loved one, or carried debt longer than you expected. But there’s a heavier burden that lingers long after the money is gone: money shame…

I just read two interesting articles about spending habits. One focused on boomers and the other discussed the differences in spending habits of boomers, Gen X, Millennials, and Gen Z. The latter article was based on data from Bank of America…

Normally, when you hear or say the phrase “to each his own” you are likely shrugging and recognizing that things can be different for different people. And it’s no big deal. But when it applies to your financial power of attorney document…

Oh, if we had only known then what we know now! We can say that about many things in life. August is Wellness Month, so I want to share some thoughts and a challenge for you about financial wellness. It’s a topic we have yet to embrace…

Are you tinkering with the idea of starting a new business? One of the most useful approaches I’ve encountered when it comes to starting a new business is the minimum viable product (MVP) methodology. The essence of an MVP…

If you’re living in the United States and are looking forward to retirement, you may want to be aware of important changes in the rules and regulations for retirement accounts that recently came into effect. On Dec. 29, 2022, the SECURE 2.0 act was enacted and designed to encourage…