It’s vacation time, are you REALLY ready?

June 2019 – Are you ready for a stress-free vacation season this summer? To be truly stress-free, you need to consider the Must-Dos of estate planning before you go.  I jokingly (but not really) tell my financial planning clients to book a trip on the calendar if they want to get their estate planning documents…

Knowledge is Power!

May 2019 – Guest post by Barb Regis – It’s Skin Cancer Awareness Month, so now seems as good of a time as any to share my story and as a good reminder about the importance of being prepared, not only financially, but making sure you and your family have a plan in place because you never know…

An Epidemic: Financial Illiteracy

April 2019 – Because we’re living longer, saving less, feeling less secure about our jobs, and not requiring financial literacy be taught in a majority of our schools, it’s no wonder 40% of millennials say they are overwhelmed with debt, living paycheck to paycheck and are unable to save for the future. Or that 60% of…

Don’t Forget Man’s Best Friend in Your Planning

March 2019 – Pets…they are cute, cuddly and love us unconditionally. They bring so much joy to our lives and are like family to us. It’s sad to think of our pets without us, but with the right planning, we can make sure they are taken care of should an emergency arise.  According to the…

Valentine’s Day—The Gift Women Really Need

February 2019 – When I shared the first draft of my financial checklist book with a publisher, his reaction surprised me. “This is a ‘honey, I love you’ book! I am going to get this for my wife for Valentine’s Day and tell her that my gift will be to get everything on the checklist…

What Not to Say

Guest post by Charlotte Fox – The death of a loved one is a life-altering experience. Unless you’ve ‘been there and done that’ yourself, it is impossible to comprehend what it feels like. We want to hear words like…I’m so sorry for your loss, or…I know this is a difficult time for you, or…I’m here for you (and…

A Novel Gift Idea: Death Over Dinner

What!?! Who chose to write about this topic in the festive, gift-giving holiday month of December? That would be me. Let me explain. “Death Over Dinner” is actually a non-profit, global “movement” started in 2013 that encourages people to gather over dinner and talk about what we want to happen when we die, which as…