Money and You

Financial Planning (4)

talking with your young children about money

Talking with Your Kids About Money

While everyone has different views about money, it’s important to have “money talks” with your kids about the basic concepts at an early age. You don’t want these conversations to be heavy-handed or hour-long lectures, but aim for brief observations whenever opportunities come up. My husband and I are regularly on the lookout for teachable moments to talk... Read More
what keeps you up at night part 2 with image of sheep with dollar signs in the wool jumping over a fence

What Keeps You Up at Night? (Part 2)

Know that you are not alone if you toss and turn as you try to fall asleep. In 'Part 1', we focused on the financial concerns of a married couple with young children, but noted that the Gallup-Healthways Well-Being Index shows 61 percent of Americans worry about how to manage their economic life to reduce stress and increase security. That’s a lot of... Read More
what keeps your up at night with image showing sheep with dollar signs in the wool jumping over a fence

What Keeps You Up at Night?

Are you tossing and turning as you try to fall asleep? Is there a lot of mind chatter running through your head about your financial future? For many of us, finances are what keep us up at night (at least prior to the pandemic). According to the Capital One CreditWise survey, 73% of Americans rank their finances as the No. 1 stress in life. Read More
seven tips for financial planning in your seventies

7 Tips for Financial Planning in your 70s

Many people in their 70s are retired. Whether you're one of them or not, it doesn't mean you should stop your financial planning – in fact it means you should pay even more attention as finances in your 70s offer more opportunities (and risks) now than ever before. Here are seven tips to help make sure you're well prepared for your 70s and beyond. Read More
six steps to financial planning in your sixties

Six Steps for Financial Planning in Your 60s

Surprise, your 60s have arrived! If you’re someone who hasn’t paid much attention to your financial future before, the 60s are the years to buckle down and get serious. If you have carefully planned your finances throughout your working life, then your 60s is the time to take a second look. Retirement is just around the corner for most people, so whatever... Read More
Second Home Ownership

Second Home Ownership

Should you or shouldn't you? Have you been daydreaming of owning a second, seasonal home? A vacation home situated on a mountainside with a fireplace or two, ski-in access and powdery slopes nearby – or perhaps a lakefront property with a front porch and a sweeping view of the sunlight on the water…sure sounds enticing. Read More
succession planning

Succession Planning

Key to a smooth business ownership transfer. From the outside looking in, it may appear that transferring a business (through a sale to an outside party or succeeding control/ownership to an employee and/or family member) is an easy, if bureaucratic, process. But the tiniest of scratches to the surface reveals all sorts of issues that require careful... Read More
Financial planning tips for your fifties

Financial planning tips for your 50s

Here they come: the golden years. This decade could be the most critical when it comes to retirement planning. You have a career, a good income, and a plan in place for sending your children to college. However, chances are there are still things you need to do to strengthen your finances in order to retire. Read More
The Power of a Plan: women, money, and life's transitions

The Power of a Plan

Women, Money & Life’s Transitions When it comes to finances, that old cliché holds true: “hope for the best, but plan for the worst.” This is especially true for women. Why? On average, over the course of our lifetimes, women: Read More
collaborative divorce ven diagram

Collaborative Divorce

A different approach to a difficult transition. It may seem a bit ironic to use the words “collaborate” and “divorce” together, but it is an alternative approach to dissolving a marriage that’s worth a close look if you are facing this major life transition. Read More