Blog
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...
Have you Inventoried your “What Ifs”?
What We Worry About Do you ever find yourself asking these important life questions? What if my spouse or I die prematurely? What if one of us...
What Motherly Advice Did You Receive About Money?
In the month of Mother’s Day, it is appropriate to think about and appreciate mothers as well as other women who play important roles in our lives....
What Does Your Financial Health Depend on?
When articles or discussions center around the question, “do you know your number?”, it is usually referring to your retirement nest egg value....
Where Did You Learn the Life Skill of Money Management?
Who was Your Teacher? Who did you learn from about money and personal finance in your life? Parents or grandparents? School? Or no one, aka the...
How is Your Positive Intelligence?
IQ, EQ, PQ You have likely heard of IQ (Intelligence Quotient, a test measuring intelligence relative to others) or EQ (Emotional Quotient, a...
The Magic (Pass)words: It’s Not About Knowing, It’s About Doing
Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit...
Four Things I Learned About the Word “Widow”
I wish we had a different word to use here in the United States for our “status” after we lose a spouse other than the word “Widow.” It’s the only...
Do You Have “Enjoy Life” on Your Checklist?
Checklists are more powerful than you might think. Research is definitely convincing on the merits of using checklists. They help you focus and...
It Happens to All of Us, But Most of Us Don’t Plan For It
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?...
How can you get your mind and money in motion?
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