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...
The Gawk Factor: How to Use it to Your Advantage
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Financially Organized
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...
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...
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 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....
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...