Life expectancy is a concept that seems basic but is not well understood. If we all knew the exact date of our death, the whole financial advice industry could cease to exist. After all, if you know exactly how many…
I can’t believe it. My niece, who was just an infant yesterday, is now lifeguarding at the neighborhood pool where I grew up! The family is promising her lots of visits in our string bikinis to support her and she…
If you’re thinking that the job you have is only going to be short-term and you’re wondering if you should contribute to your retirement account, check out the video below!
Impact investing has been around for a while. The idea is to direct your money to causes that are important to you and away from companies with products you dislike. In a December 2017 I gave examples of mutual…
I hate clutter. And most anything that doesn’t have immediate use to me is clutter. My mom once said about me, “Don’t stand still in Kristi’s house for more than two minutes or she’ll donate you to Goodwill.” Some people…
Not that long ago, words like “retirement” and “caregivers” weren’t part of our vocabulary. People worked until they could no longer physically do so and then died shortly after. Generations of families lived together, so Grandma took care of the…
You are feeling tired and the stacks of mail with forms to fill out is overwhelming. I don’t have a magic wand to make this all disappear. This short video will help you prioritize and organize the inevitable financial tasks that come with a loved one passing away.
