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…
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…
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…
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…
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…
