Managing Money

My client “Janice” (not her real name) is 66, vibrant, and sharp as a tack. She runs her own consulting business, helps care for her grandchildren three days a week, and juggles chronic pain on top of everything else…

What habits do we have, or wish we had? In business or our personal lives, most of our daily actions are completed out of habit without giving them much thought: our morning routine, our drive to work, our bedtime ritual. Have you ever caught yourself driving and asking yourself…

So, how is your cash flowing, my dear friend?
Will your dollars last ’til your very end?
You’re not all alone in worry’s tight hold—
About life or bills, with money so bold!

Over the years, whether on television shows, articles, and financial sound bites, there has seemed to be a consistent message: claim Social Security as early as possible…

Do you love the holidays like I do? Or do you feel more like Scrooge (like my husband pretends to be)? If you’re not in the “Bah humbug” mood, what is it that brings you joy about this season? Lights, music, food, festivities, gifts…

Money guilt can be heavy. But underneath it is often something deeper: care, love, and a desire to do right by….

What are your biggest regrets? If you’re in your 60s, you may have regrets about your relationships. Or, perhaps you think that your choice of career was a mistake. Well, talking with the other women in our community, I can promise you one thing – by the time you reach your 70s, one regret will drown out all others. I’m talking, of course, about how much you saved for retirement…

For the last few years, it felt like someone was always talking about Roth conversions. Whether it was finance shows on TV, newsletters, or seminars, this message was a constant: “Convert now while tax rates are low. Time is running out!” This was likely motivated by the Tax Cuts…

My aging parents are both over 80. They live in their own home and are managing their day-to-day activities and financial affairs with admirable fervor and zest. I see them every few months, and we talk regularly on the phone. They acknowledge…

Most of us dream of starting a passion business at least once in our lives. Perhaps you love backing and have always wanted to open a bakery or coffee shop. Or, maybe you love collecting stamps and have considered buying and selling them on eBay…