Whether you are a climate change embracer or denier (and please, I don’t need to know), there is no disputing this has been one hot summer. And excessive heat is dangerous, being responsible for 134 deaths per year on average according to NOAA.* As an investor is there a way to profit from high…
Welcome back to guest blogger Maureen Kelley! Maureen 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 and blogs, facilitates workshops and retreats, and coaches…
For about the first 10 years of our marriage, every time my husband and I traveled somewhere for vacation, we would immediately start talking about how we could buy a house in the wonderous place we discovered. Whether in Lake Tahoe, Mexico, Costa Rica, or various ski towns in Colorado we’d grab those free real…
I’m running across more young people who have been sold (tricked into?) whole life insurance policies. These are insurance products that you pay into for the rest of your life. Your heirs get a death benefit, and cash value accumulates in the policy over time. Sounds great right? EXCEPT: It takes many years of…
People often wonder where the best place is to keep their emergency fund. It’s frustrating to sock 3 months’ worth of expenses into a low-interest savings account. However, a stock or bond investment can lose money at any time. When your emergency happens, your fund could be lower than last week or last month. …
As I slide ever more deeply into middle age, I can look back on many relationships that I thought would last forever, and for some reason did not. Moving on made me feel guilty, strange, or sad. To my hairdresser, Bill: I thought you were the only person who could ever cut my insanely…
I am so happy to welcome guest writer and friend Julie Sequeira. Julie is property and casualty insurance agent/expert with American Family Insurance. Because home and auto insurance is one of our largest household expenses, I wanted a little more insight into rates and how we can be better insurance consumers. Take it away, Julie!…
For your entertainment, I have brought into the fighting ring two financial advisors, Rebecca Kennedy and Addie McHale, to duke it out over whether a Costco membership is a good or bad financial move. Hold onto your hats, readers! This could get messy! This week we hear from Costco Non-Believer, Rebecca Kennedy, CFP ®.…
It’s July already???? Yikes, 2017 has gone by quickly! Time to do a financial check-up on those New Year’s Resolutions to see how you are doing. I don’t know what your resolutions were, so here are a few common ones that there is still time to tackle. BEFORE you are making your resolutions for…
The Reverse Mortgage Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression. I think this is because of the impression that these instruments are expensive and that you give up ownership of your home to use them. Now, I…
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