Do I ever stop talking about retirement? It would seem not. However, talking constantly about saving and investing for the future doesn’t really address the actual transition from earner to retiree. So, here are some questions I hope pre-retirees are getting help with before they tell their bosses to “take this job and” – well,…
April showers bring May flowers and so my theme for this April is change. I’m certainly ready for the change from winter to spring, but are my clients and friends ready for other changes that life hands them? Am I ready? Probably not. So, here is my stream of consciousness list of questions to think…
In the wake of the 2008 recession raises have almost become a quaint thing of the past, like ice delivery or 5-year-olds without cell phones. However, the tightening labor market has made some employers realize the need to keep pay competitive in order to keep their best employees. According to a Towers Watson survey…
There is an old saying that goes “love what you do and you will never work a day in your life.” That’s great, but maybe not practical for everybody. I really appreciate the people who collect my trash, deliver my paper, and plow the streets when it snows. Are they living their dreams with their…
Every parent has probably had this conversation with their school aged child. Kid: I hate school. I can’t wait until I’m a grown-up and don’t have to learn or do homework. Parent: Guess what, chief. You are never done learning and doing homework. I still have to learn new things all the time so…
The theme for this month is “Marching Toward Your Financial Goals.” Cute, huh? Usually, this blog talks about ways to save and invest the money you are earning. This month, the focus will be on getting more money coming into your household. It’s all about the top line in March! In the February 22,…
Forget big age differences. Having a conflict in credit scores can be an early determinant of whether your relationship will last. Your FICO score is a quick way for companies to determine your relationship with money. It is used in everything from getting car loans to renting an apartment to applying for a job…
“Money is not the most important thing in the world. Love is. Fortunately, I LOVE money.” – Jackie Mason “Money and women. They’re the two strongest things in the world. There are things you do for a woman you wouldn’t do for anything else. Same with money.” – Satchel Paige “Money can buy…
Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie. Cost of one dozen red roses delivered: $69.99 Invest $69.99/year for 20 years at 7% and you will have $3,070. Enough to buy a 7-day Caribbean Carnival Cruise for two! 5th wedding anniversary: Wood…
That’s right, it’s February and my theme of the month is love. “Why so obvious and cliché?” you ask. Well, you try writing 52 blogs a year. You’ll find yourself grasping for any holiday theme, too. What investors and financial advisers don’t typically love is when the stock market goes down. No one likes…
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