4 Reasons to Ditch Your Car in Your 50s or 60s (Only One is Financial!)
Do you remember the sense of freedom that you had the first time you got in your own car and turned the keys? The world suddenly became smaller as your mind raced with possibilities for adventure and exploration…
Read MoreHow to Create and Share Your Lasting Legacy of Love
Several years ago, my friend, Arlene, finalized her estate documents. Those important papers included her legal will, revocable trust, living will, and powers of attorney for financial and medical matters…
Read More5 Questions to Ask Yourself When Deciding on Elderly Care Options for Your Parents
If one or both of your parents is getting to the stage where they need elderly care, you might be feeling a bit overwhelmed with it all. Perhaps you have noticed they aren’t coping as well as they used to…
Read MoreAre You Still Saving in Retirement? The Good Habit that’s Surprisingly Hard to Kick
For years, we have been hearing about how our generation is not prepared for retirement. In fact, the statistics are kind of scary. Read More
Be Responsible… Then Go Out and Play!
I feel great that I am still learning from friends. A recent talk with one of my more responsible friends could apply to most of us over 60, so please allow me to share our exchange with you. Read More
The Gift Women Really Need
When I shared the first draft of my financial checklist book with a publisher years ago, his reaction surprised me. “This is a ‘honey, I love you’ book!” he said. “I am going to get this book for my wife for Valentine’s Day and tell her that my gift will be…
Read More7 Considerations When Getting a Divorce Later in Life
Susan and David, in their 60s, had a tumultuous marriage that lasted for 40 years. They faced more than their share of challenges. Building a new business in a new country when they arrived in the US as newlyweds was one of them. While the business…
Read MoreReturning to Work After Divorce
When divorce occurs, what was enough to retire on, when you both lived in the same house, can become barely enough to live comfortably, or worse. Many of my mediation cases involve a stay-at-home parent, usually moms…
Read MoreA Different Approach to Finances After 60: How Best to Leave This World vs What to Get from This World
Five years ago, we had a group of friends, most of whom were high achievers, over for dinner. Amongst our guests was a client, who had returned to Canada after working as a director at a hospice in California. I thought to tie in our dinner discussion…
Read MoreFinancial Umbilical Cord or Lifeline? 7 Discernment Tips for Assisting Adult Children
We are a blended family with four children. It was far from easy to deal with financial decisions as they grew up. Now ensconced in their adult lives, it continues to be challenging to discern if, when, and how to financially walk alongside them…
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