Recently I took an online class that introduced The Spend Safely Strategy. As with most training you take, there was some rehashing of stuff I’d heard before, a couple of new nuggets of info, and some new ways of communicating old ideas. Here are a couple of takeaways: First: Only one quarter of SS…
Nothing makes me more stressed than listening to Alison Janey on those Kaiser Permanente commercials encouraging preventative care so that we all “Thrive.” She’s a highly paid actress. What about the rest of us who worry about our money lasting through retirement? First, a terminology lesson. Life Expectancy, a term that’s used a…
Who knew my friends were such exercise buffs? Here, I thought all they did was 12 Ounce Curls. I got so many good ideas for workout apps, I’m running another series. It’s the only running I do! Two people mentioned the Peloton App – no expensive bike required. The app covers indoor cycling, running,…
It’s an interesting time to be a parent. The Groundhog Day of online school bleeding into summer vacation bleeding into online school again leaves little to be excited about. Do we even shop for school supplies this year? New shoes to start the year off sharp? Why bother? Here’s why this is important …
Getting tired of the same neighborhood walking route? Looking to freshen up your workout without breaking the bank? Here, recommended by friends, are 5 exercise programs ideas that are inexpensive and Dr. Brix approved*. Yoga with Adriene on YouTube Nearly 8 million subscribers can’t be wrong! From Yoga for Golf to back pain relief…
Annuities are a big business. In 2019 $57.8billion in annuities were sold according to the Insured Retirement Institute. What’s the appeal? First, let’s remember that there are many kinds of annuities: Fixed, variable, immediate, and deferred are the main categories. There are about 1,000 permutations under those categories. Second, I don’t sell any…
I recently heard a comedian say that the idea of summer vacation spoils our thinking forever. It’s true – as an adult, you are always disappointed in the idea you have to work during summer, even though it was such a small part of your life when you didn’t. And then there is the…
It’s August, and thoughts often turn to back-to-school. Whatever that looks like. For those of us with students at home (and at home, and at home, and at home) or in college (also, possibly at home, darn it), paying tuition bills may also be top of mind. In the last year, there have been…
The financial services industry has for years been collectively handwringing about how to measure clients’ real feelings about stock market volatility. The problem starts with the language we use. It continues with the overconfidence of people when markets are good. When the stock market is climbing, everyone is an investing genius and has no…
Tens of millions of Americans have filed for unemployment since March. Everyone from optometrists to octopi at the local aquarium have seen demand drop for their services as people stay home to stay safe. If you need income while your regular industry rights itself, take heart. There are still some sectors that are hiring. …
