Managing Money

In the spirit of Halloween, I couldn’t NOT share this picture I took on a lovely Fall walk the other day. It made me chuckle but also think about the futility of waiting for the perfect anything… man in our life, time to achieve a goal on our list, or tackle the dreaded estate planning…

You are probably wondering, “What the heck are weak ties and how can they help me rejuvenate my career?” Most of us who are in the second half of life have had a hiccup or two within our careers sometime during the last 15 years. That includes me…

Seniors planning to use ACA (Affordable Care Act) marketplace health insurance in 2026 need to prepare for likely large increases in costs. Of course, nothing is set in stone just yet, but it’s wise to have a few things in mind. In a previous article we explained how seven provisions…

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…