Fourth quarter online-school is upon us and I am yet again getting reports of my 8th-grade son’s deficiency in math. Counting two rounds of kindergarten, this is the 10th year of hearing this refrain. Here’s the thing – I don’t even care. Is it laziness? Being worn down as a parent? Sympathy because middle-school…
We are in the depths of despair. Okay, maybe not despair, but the depths of the winter blahs at the very least. You may be fantasizing about an escape to warmer climes soon. Fear not, the opportunity is coming. For parents, Spring Break offers an obvious time to plan a beach vacation. Even if you…
As a financial adviser, it’s a balance between convincing you to save for the future and not being such a total nag that you don’t enjoy your life. That said, the estimated $20 billion expected to be spent on Valentine’s Day gifts does give me pause. Here are the Hallmark Cards I wish were…
Last week, I wrote about losing a partner to death. This week’s blog offers two ideas for when you are losing a partner to the other Big D: DIVORCE. So you are feeling sad, angry, lonely, and unmotivated. Too bad, baby! There is paperwork to be done. And the sooner you do it, the…
Losing a partner is one of the hardest transitions in life. Whether you are in your 20s or 90s, you are dealing with grief and that is often compounded by money worries. They say the only certain things in life are death and taxes. I’d add that both come with a ton of paperwork. …
Whether you are newly merging finances with your sweetie, or have been married for many years, money disagreements are bound to arise. It’s okay to disagree about money, but the important thing is to communicate and come to a compromise without getting nasty or becoming bitter about it. To that end, here are the…
A dilemma facing some people as they transition to retirement is where to live once their career no longer ties them to a certain town. Do you move to be near your grown kids? Look for warmer weather? Create the feeling of permanent vacation by moving to a beach? Chase the best tax benefits? …
Welcome back to guest blogger Maureen Kelley! Maureen is a passionate advocate for empowering and engaging women to have healthy relationships with money. For more information visit: www.madreandfamily.com. We pick up from last week’s article about managing couples managing their relationship when the female is the primary breadwinner. Women have been outpacing men in…
I am thrilled to feature a guest writer, Maureen Kelley, over the next few months. Maureen Kelley has been a financial advisor, private banker and wealth manager for nearly 30 years. A certified family coach and financial therapist, today she helps people with conversations and challenges beyond the money. With a unique perspective, she writes…
Check out Kristi’s advice in this Nerdwallet article! What should you do when your grown kid can’t handle their finances? “Parents want to help their kids — it’s what we do. When those kids are adults, though, our help can hurt. Financial planners and credit counselors see plenty of examples. The grown son who…
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