There’s only so much lecturing I can do about budgeting so you can save for longer term goals. So, I brought in someone else to do the lecturing for me! Carol Craigie, CFP ®, is the Managing Partner of Fiscal…
Being that it’s the New Year and everyone is talking about their goals and desires, it’s the perfect time to have the talk. Don’t let the opportunity slip by to discuss your parents’ expectations, should illness arrive. Find out if…
What if instead of heading home for the holidays, you need to sell your home for the holidays? For this week’s edition, I went to real estate expert Renee Cohen of Coldwell Banker to find out if selling a house…
During the excitement that comes with taking a new job, make sure you don’t forget about the retirement money you socked away in your former employer’s 401(k) plan. “People in their working years tend to switch jobs a lot and…
Kristi Sullivan says all you need to know about common holiday family dynamics is in the movie National Lampoon’s Christmas Vacation. “It has all of the elements: The pressure of putting on the perfect family holiday; feeling like you’ve overspent on gifts,…
Ah, the holidays. A time when you want to spend more money than usual, but your bills and paycheck stay the same. According to the ubiquitous ads on the radio, you should be refinancing your mortgage and all of your…
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.
