Managing Money in Retirement

When it comes to money – how we think about it, how we spend it, etc. – each of us is unique. We call this money personality. Most of us don’t know our money personality, but knowing our spending patterns and thoughts can come in handy when we need…

You’ve worked so hard to build up this emergency fund! Knowing when to use it is just as important as knowing how to build it in the first place. Building emergency funds isn’t always fun, and for the most part, it’s not fast. In my experience…

This is the second in a series covering some of the words used to describe different aspects of the stock market. The characteristics of and differences between domestic markets, international markets, emerging markets, and developed…

When you hear someone talk about the stock market, do you understand the terms they use – domestic markets, international markets, emerging markets, developed markets; small- mid- or large-cap stock; growth or value stock?

I read some mind-boggling stats from the Social Security Administration the other day: “Out of 100 people, by retirement, 1 will be wealthy, 4 will be financially stable, 5 will need to continue working, 36 will have died, and 54 will need to rely on…”

There are huge benefits in living your values. When we live in accordance with our values, we feel like we’re presenting our real, authentic selves. Using our money in a way that aligns with our values will make us feel more in control and much more fulfilled…

Every day, I receive an email from a site called WordDaily. I love to challenge myself to guess the meaning of the word. Recently, eigengrau was the Word of the Day. I recognized its German origin and the “gray” part but not the entire meaning of the word…

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…