Blog
The Gawk Factor: How to Use it to Your Advantage
New Year’s Resolution Time Now that we are in the month of New Year’s resolutions, we often have changes on our minds. We all have something we know...
Working with the Experts: Dos and Don’ts
Whether you are in need of a new mechanic, dentist, or hairdresser, your main priority is to find someone you can trust to meet your needs...
What’s a Girl to Do? Financial Planning Considerations for Single Women
The Numbers Life is full of surprises, changes, and adventures we often never dreamed would happen. These events are not always happy times but...
Is it Time to Declutter Your Finances?
Keep it Simple You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying,...
10 Things to Consider if You Need a Revocable Trust
In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some...
Is Your “Who Get’s What” In Writing?
Have you ever had a goal you couldn’t seem to get accomplished but then when there was a special event added to the calendar, it somehow got done?...
The Month to Focus on Your Estate Planning
Common Beliefs Have you ever found yourself or heard someone else saying: "I'm too young to do estate planning.""All my property is titled in joint...
The Financial Side of Caregiving
Rosalynn Carter said it first and I think said it best: "There are only four kinds of people in the world: those who have been caregivers, those who...
Misunderstandings About the Financial Power of Attorney Document
Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what...
Helping Our Aging Parents with Their Finances
Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way,...
The Morbid Details: End of Life Preferences
The Guilt Have you ever gone to an estate sale? As you walk through the home of the previous owner, what thoughts are in your head? What are you...
What Simple Stories Can Teach Grandchildren About Money
What is Your Grandma Name? If you are a grandmother, did your kids ask you how you wanted to be addressed by the grandchildren: grandma, mimi,...
Can You Relate to These Common Estate Planning Mistakes?
When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t...
Have You Told Your Assets Where to Go?
Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is...
Checklist: Loaning Money to Friends and Family
The School of Hard Knocks Sometimes you can become an “expert” in an area of life by learning from the School of Hard Knocks versus a real brick and...
How can you get your mind and money in motion?
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