Managing Money

Stung by a Millennial colleague who’d branded her an old lady, Connie did not drown her sorrows in a glass of Chardonnay. She took stock of the sobering situation with characteristic determination. Read More

Connie remembered the discomfort of her first business meeting.

A cocky college grad with a newly minted business degree, she entered the conference room tucked inside a bubble of scholastic self-confidence only to leave an hour later with a stunned sense of reality. Read More

After losing a job, it seems that everyone has somewhere to go each day but us. Driving next to others, they seem like they are on a mission to get to work to perform a job that we no longer have. Why them and not me, we would ask? Read More

What’s the point of writing an article about the evils of playing the lotter for older adults? Surely, by the time we reach our 50s and 60s, we have learned that gambling is the absolute worst way to get rich. Read More

Money, in our world, is a very important asset. Could money be defined as something other than paper bills and coins? Join us in discussion with financial advisor Allan Roth, who shares great insight on managing our money past the age of 60. Enjoy the show! Read More

The years before retirement are especially important for making decisions about our spending habits, investments, and other financial issues. Where do we begin? In this video, founder of Wealth Logic and financial advisor Allan Roth, gives us some pointers on being wise when creating our retirement plan. Enjoy the show! Read More

If you’ve ever thought about asking for help with your finances – maybe trying to roll over your 401k without getting dinged by tax penalties or making sure you’re not taking too much risk with your life savings – you may have found yourself wondering what financial advisors actually do. Read More

You probably know that women have a longer life expectancy than men, but did you know that there are 105 males born for every 100 females to compensate? Women have a longer retirement than men, so start now to plan for it.
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It is well understood that hiring managers primarily choose a candidate based upon a perceived chemistry. How will this candidate fit into our culture? Will I want to be around them for the large amount of time I spend at work? Read More

The way we conduct business keeps changing and will keep changing. It used to be the golf course was one of the best places to do business outside the office.
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