Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way,...
Financially Organized
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...
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 to Guarantee Your Best First Impression
When I first started public speaking, part of my training was the constant reminder that you only have 30 seconds to make a positive impression and...
The Gift of Being Financially Organized
The Gift of Being Financially Organized