Managing Money

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…

Despite my long career in business, I suffered a major case of entrepreneurial amnesia. All the good advice I gave clients during my 35-year business career flew out the window when I started my own business. Let me prevent you…

Struggling to keep up with loan payments? You’re not alone. The average American carries over $6,000 in credit card debt and total consumer debt has reached record highs. Rising costs for housing, healthcare and everyday essentials have pushed millions into financial hardship…

Oh, blissful retirement! Is it a reality or is it a myth? You planned it all out – endless vacations, hobbies you finally have time for, and no alarms ringing at the crack of dawn. And voila! You finally retire! But instead of relaxation and joy, you find restlessness…

When many of us hear the word “LinkedIn,” we picture ambitious 20- and 30-somethings posting about promotions or sharing thought-leadership articles or what they learned at a recent seminar. But the professional networking platform isn’t just a place for them…

You’ve seen a lot. You’ve made good choices. You’ve learned from the bad ones. So, when it comes to money, it makes sense to want to feel sure about what you’re doing. But what if that feeling of certainty is exactly what’s keeping you stuck? And what if that certainty is preventing…

A mystery shopper (also known as a secret shopper) is a person who is hired to pose as a regular customer and visit a business, such as a store, restaurant, or hotel, to evaluate and report on their experiences. Mystery shopping is typically…

Сeven provisions in the new OBBBA (One Big Beautiful Bill Act) could significantly increase ACA (Affordable Care Act) health insurance costs for some seniors in 2026. Understanding these seven provisions, and careful financial planning could help you avoid some…

In a previous blog, I offered some points to consider when you decide to become an entrepreneur in retirement. This time I would like to look at the qualities that make a successful entrepreneur. It is not a failsafe guarantee…

Putting a chunk away for retirement in 2025 – perhaps it was a New Year’s resolution, or, more likely, it’s simply a goal you have every year. In either case, now that we’re more than halfway through 2025, how are you feeling about reaching that goal? Being as it is that life rarely follows…