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Managing Money in Retirement

No matter how much you have saved, managing money in retirement is critically important. Let’s talk about how to make your Social Security and pension money last longer.

Checklist: Loaning Money to Friends and Family
1 week ago

Checklist: Loaning Money to Friends and Family

Sometimes you can become an “expert” in an area of life by learning from the School of Hard Knocks versus a real brick and mortar educational institution. That is the case with my topic this month as I share some healthy advice about loaning money to family…
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Crucial Retirement Milestones in Your 60s (VIDEO)
3 weeks ago

Crucial Retirement Milestones in Your 60s (VIDEO)

As you navigate your 60s, you have several critical retirement planning milestones to work through. While that may be intimidating, the tasks are all manageable, especially if you give yourself plenty of time to learn about your options…
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What Motherly Advice Did You Receive About Money?
1 month ago

What Motherly Advice Did You Receive About Money?

In the month of Mother’s Day, it is appropriate to think about and appreciate mothers as well as other women who play important roles in our lives. Women we admire have had an impact on us in many ways. I was in a women’s group discussion…
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What Does Your Financial Health Depend On?(VIDEO)
2 months ago

What Does Your Financial Health Depend On?(VIDEO)

When articles or discussions center around the question, “do you know your number,” they are usually referring to your retirement nest egg value. Specifically, how much do you need to have stashed away before you can retire and not have to worry about…
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Where Did You Learn The Life Skill of Money Management? (VIDEO)
2 months ago

Where Did You Learn The Life Skill of Money Management? (VIDEO)

Who did you learn from about money and personal finance in your life? Parents or grandparents? School? Or no one, aka the School of Hard Knocks? April is National Financial Literacy Awareness month in the United States, so it’s the perfect time…
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How Do You Manage Your Emotions with Money?
3 months ago

How Do You Manage Your Emotions with Money?

The legendary Magellan mutual fund manager, Peter Lynch, once said, “Everyone has the brain power to make money in stocks. Not everyone has the stomach.” When it boils down to it, successful investing is both personal and emotional…
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What Is the State of Your Positive Intelligence?
3 months ago

What Is the State of Your Positive Intelligence?

You have likely heard of IQ (Intelligence Quotient, a test measuring intelligence relative to others) or EQ (Emotional Quotient, a measurement of the ability to identify and manage your emotions and the emotions of others). But have you heard of PQ?
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Financial Advice for Widows: What to Do Before You Remarry
3 months ago

Financial Advice for Widows: What to Do Before You Remarry

Many years ago, when a woman’s husband died, she went into mourning – sometimes wearing black “widow’s weeds” for a year or more. Generally, she remained alone after that year or perhaps moved into an adult child’s home. That was the case with my…
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Why You Need to Be Ready to Take Over Your Family Finances
3 months ago

Why You Need to Be Ready to Take Over Your Family Finances

My husband didn’t expect to be diagnosed with esophageal cancer at age 34. I didn’t expect to become a widow at age 35. While it’s hard to call it a silver-lining, we were fortunate in that I was always our family’s breadwinner…
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What Does It Take to Enjoy Cheap Luxuries?
3 months ago

What Does It Take to Enjoy Cheap Luxuries?

Years ago, I coined the term ‘cheap luxury’ in my household, but I think it is a good time to spread it around. See if you think it has meaning for you. The term first arose, if I am not mistaken, over a jar of mustard. We were in a supermarket…
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