Managing Money in Retirement

Many of you might have purchased life insurance at some point because someone depended on you financially and you are a responsible person. But what if you were sold a permanent policy that you don’t need anymore, if you ever needed it…

My passion for helping women get more comfortable with their finances may at times come across as being bossy. Forgive me. I have been on the other side with too many women over the past 20+ years who experienced divorce or widowhood…

If you read financial information on social media or subscribe to publications, you very likely have seen references to direct indexing. What is it and is it something you might consider? First, a quick review of indexing as the term is used in investing…

If there is one piece of traditional financial advice I wish we all knew we could ignore, it would be “Only spend on what you need, not what you want.”
You’ve probably heard this piece of wisdom thousands of times in your life, and maybe you’ve even…

“Find someone to travel through life with after I’m gone.” That was my husband’s advice before he died 17 years ago. “You have so much love to give. Don’t stay alone forever.” Then he added a most important recommendation…

A 2023 survey done by bankrate.com found that nearly 40% of respondents are committing some kind of financial infidelity on their partners. And although the younger generations seem to have a higher incidence of this, no generation is immune…

If you thought dealing with money issues can be tricky in a marriage, it’s way more difficult in a remarriage. In a marriage, you have two people from different backgrounds with different approaches to money…

This is the time of year we focus on those we love. Children share valentines in school, heart-shaped boxes full of candy disappear from the shelves, florists run out of red roses, and jewelry stores appeal to lovers of any age. There is a special focus…

Are you one of 63% of workers who cannot cover a $500 emergency expense? Effective January 1, 2024, help may come from your employer in the form of a PLESA which was created by the SECURE 2.0 Act of 2022. PLESA stands for pension-linked…

Are you sick of it yet… all the tips and tricks for making New Year’s Resolutions? And at the same time, all of the depressing stats on how quickly we fail (by mid-January!) at keeping those resolutions? Don’t get me wrong. I am a huge fan…