That last blog made me think about the best way to get rid of that old crap, er, I mean valuable collections. Remember, what you get rid of now, your kids won’t have to later. Plus, it’s summer. The perfect…
As part of my fact finding when I meet with a new client, I ask for the value of things like home, autos, boats, jewelry, art, and collections. The answers vary widely (once a lady had $200,000 in jewelry!), and…
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…
Another year, another attempt to fix our retirement laws. As I write this, the SECURE Act (Setting Every Community Up for Retirement Enhancement) is working its way through the Senate with bi-partisan support. By the time you see this blog…
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…
Often reporters will ask members of the Financial Planning Association for a quote on risks retirees face. Sure, inflation, medical expenses, lower than expected returns are old favorites, but my answer is typically this: The biggest risk to some retirees…
The idea of a recession is scary, but planning and rational action can lessen the worry. You can't control the stock market, but you can control your money. This fast, free class gives you 5 actionable tips to get your household finances ready for a recession tomorrow, next month, or next year.
