Managing Money

In a previous blog, I shared a three-question financial literacy assessment that is used widely in the United States and in many other countries as well. It was developed over 20 years ago by two college professors, Lusardi and Mitchell. The questions cover the concepts of compound interest…

When women tell me they’re “not good with money,” they don’t say it lightly. They say it with the weight of decades behind it, stories of financial ups and downs, cultural messages about what women “should” be like, and shame that has quietly taken root over time….

Over the years, I’ve had my share of odd jobs. As a teenager, I took them to make pocket money for the essentials – glossy magazines with pinups of the day’s hunks and disco dance lessons. I did everything from babysitting to working at a dry cleaner’s to typing invoices…

A close friend of mine recently lost his father. It was sudden and without warning. His dad was in his early 70s, still full of life, about to retire, and looking forward to future trips they would never get to take. It made me remember, people don’t always pass away in the order we expect…

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…