This month, I’m writing blogs on topics that people have suggested to me. Today’s, about cleaning out your clutter, is dedicated to my parents who asked me to write it a few weeks ago. It was while my mom was…
With the unemployment rate improving over the past few years, we’ve seen an increase in job changers. People who were hanging on for dear life before are now looking to see if the grass is greener in other pastures. Here…
Well, of course not, who is? That said, there are some basics that each partner in a couple should know in case the unthinkable happens: How much life insurance is on each spouse? Where is the policy information kept?…
Do I ever stop talking about retirement? It would seem not. However, talking constantly about saving and investing for the future doesn’t really address the actual transition from earner to retiree. So, here are some questions I hope pre-retirees are…
April showers bring May flowers and so my theme for this April is change. I’m certainly ready for the change from winter to spring, but are my clients and friends ready for other changes that life hands them? Am I…
In the wake of the 2008 recession raises have almost become a quaint thing of the past, like ice delivery or 5-year-olds without cell phones. However, the tightening labor market has made some employers realize the need to keep pay…
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.
