Author Archives: Karen Wimbish

A financial lesson do over

If you are in a two income family with young children, I don’t have to tell you that life can be frenetic! My husband and I both worked while our two children were growing up, and that time just blew … Continue reading

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My 2014 challenge

I spent the day after Thanksgiving giving my office a thorough, long overdue cleaning. It was awful, I have to admit. But in going through my bookshelf, I came across Elizabeth Bradford’s book, The Painted Journal. This book was given … Continue reading

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Healthcare and retirement

Sometimes I feel that the more I learn about this phase of life traditionally referred to as “retirement”, the less confidence I have about realizing my hopes and dreams for this next phase of my life. I say that primarily … Continue reading

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A life lesson for just a dollar

Among the required skills that we have in life, I am convinced that one of those needs to be the ability to manage money – budgeting, saving, spending, and hopefully one day investing. And I believe that the earlier we … Continue reading

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Affluent women making more money, but is confidence following?

Today we released a new survey on affluent women between the ages of 40-69 that reveals their perception of wealth, investing and retirement. What was most encouraging was that affluent women incomes are trending higher with 44% saying they earn … Continue reading

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Stepping out of my comfort zone

Do you remember when you were young and a year seemed like an eternity? Time was not something I viewed as a precious commodity when my whole life lay ahead of me. As I have aged, however, time is becoming … Continue reading

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A simple way to gain additional peace of mind

In my last post, I talked about the trip my husband and I took to Machu Picchu and the Cusco Region of Peru and the important role planning can play in obtaining the results you desire. What I didn’t talk … Continue reading

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Saving and life – finding the balance

Sometimes, the dreams that you have simply can’t wait until retirement – until “some day.” At least that’s how my husband and I decided to make our recent trip to Peru. Machu Picchu, the 15th-century Inca site located nearly 8,000 … Continue reading

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Invest for the now and the later

I’ve written in this blog in the past about my millennial children and their attitudes around saving, which I had always presumed were relatively typical.  I have been waiting to find out how this generation felt about investing and saving, … Continue reading

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Where there’s a will there’s a way

Do you remember when you first thought about making a will? If you are like me, and many others, it certainly wasn’t when you were young and single. I didn’t have much in the way of assets then and even… Continue reading

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