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An Epidemic of Another Kind: Financial Illiteracy
Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Who heard of these terms before or even knew what they meant let alone were...
Do You Know Your Worth?
What kind of a question is that? I actually hate that question. My first impression is that it is implying my worth as a human being, a valuable...
Money Remodel Tips AFTER Marriage
A Fairy Tale Once upon a time…she kissed the frog who turned into a prince…and they lived happily ever after! Is that how your marriage story went...
Avoid These 3 Common Estate Planning Mistakes
We humans have an understandable tendency to take action on things that are important to us in the moment. And until we have something happen in our...
Top 3 Money Remodel Tips BEFORE Marriage
Money: Too Often a Red Flag for Couples Call it money issues, financial trouble, money stress, or financial disagreements, they are all red flags in...
How about a Money Remodel?
New year, new start, new way to do something, an opportunity to new improve your life…at least that’s how we often start the new year, right? Take...
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...
How can you get your mind and money in motion?
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