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…
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…
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