Managing Money in Retirement

Most baby boomers were taught that financial affairs are private matters, and you should not talk with your kids about your money situation. In most circumstances, keeping estate matters private is prudent. However, when it comes…
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What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. I always say this topic is about WHEN not IF something happens and you are no longer…
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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…
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If you’ve ever interviewed a financial ‘adviser’ and asked the questions about financial planning, how they manage money, investment returns, and their fees during an initial introductory meeting, you very likely heard a lot of terminology…
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“Take a deep breath!” That was probably a common phrase that was used when we were younger if we were upset about something. Or we might have been told to “calm down, count to 10” or “walk it off.” Who knew this age-old advice…
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One of the most important decisions you will make is choosing your financial advisor. A financial advisor generally manages your money and provides financial guidance at critical life moments, so they can help shape your life situation…
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Our attitudes toward the important things in life – relationships, money, and careers – are shaped by the experiences we have in our youth. The Millennial generation – our kids, in other words – are demonstrating this in their attitudes…
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Lately I have become acutely sensitive to the amount of time we spend talking about money in our everyday life. “I love your sweater.” “Oh thank you. I got it on sale for $19, can you believe it? It cost $149.00 originally.”
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With their many twists and turns, the thought of trying to figure out Social Security policies can make your head spin. Myths abound about Social Security. Unfortunately, many people believe them. Sadly, these myths can cost you big time…
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What is a favorite memory you have of holiday time as a child? Maybe it was related to an event or activity rather than a gift. Or perhaps you have smells or sounds that come to mind when you think of the holidays. I remember getting…
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