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…
Yep, it’s true. Despite media reports, there is a large swath of the US population that actually lives BELOW their means. And those people just slowly grow a cash cushion until they wake up and realize that maybe they have…
For about the first 10 years of our marriage, every time my husband and I traveled somewhere for vacation, we would immediately start talking about how we could buy a house in the wonderous place we discovered. Whether in Lake…
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.
