Category Archives: Looking ahead

Do you have adequate insurance?

Plan for the worst, hope for the best. Sage advice for all of us on many fronts, yet, planning for the worst is not how I am wired. I am optimistic by nature and use the glass is half full … Continue reading

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Costs of raising a child

“The Wall Street Journal recently reported a decline – fairly steep by historical standards – in the number of women having babies in the US. From 2007 to 2010 (the figures for 2011 aren’t quite cooked yet) the number of … Continue reading

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Finances and special needs children

“Headlines about special needs children make me cringe. One out of every 68 children has an Autism Spectrum Disorder according to the Centers for Disease Control. How did the numbers rise so quickly? Wasn’t it just last month it was … Continue reading

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Take advantage of being empty nesters

“In previous posts, I’ve mentioned that my husband and I are dealing with empty nesters’ syndrome. We have more free time now that our kids are out of the house, but struggle with what we should actually do with it. … Continue reading

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Be prepared financially for life-changing events

“When you go through a life-changing event – a divorce or separation, the death of a spouse, a layoff, a major move – it can feel like your finances are in free fall. But often, getting to the point where … Continue reading

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Cooking up Your Financial Future

As a millennial I know how frustrating thinking about your financial future can be, especially when we’re struggling to get our financial present figured out. My brother, Morgan Castner, a Wells Fargo Advisors Financial Advisor, once said to me, “Chelsea, … Continue reading

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Family Finances: What I Learned from My Mother

My mother, Elaine Sherman, and I participated in a webcast about talking to your parents about family finances. It was part of a series of conversations moderated by More magazine and sponsored by Wells Fargo. We were interviewed, together, by … Continue reading

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Keeping Your Financial Goal in Your Mind’s Eye

Planning for retirement and investing is a lot like sailing and the markets can be unpredictable like the wind. But no matter how choppy the water or how off course you may find yourself, you must continue with confidence and … Continue reading

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Your retirement needs are a numbers game

Those of us who understand that retirement is a numbers game and therefore calculate our retirement needs are more likely to meet them. However, according to a Deloitte Center for Financial Services report from earlier this year, 58% of pre-retirees … Continue reading

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Ways to save money

One unfortunate fact of our psychological make-up is that humans, by nature, aren’t exactly wired to save. Still, we’re constantly looking for the best ways to save or, should I say, the easiest ways to save. Blame our caveman ancestors … Continue reading

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