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Tag Archives: financial advisor
When you go through a major life change – a divorce or separation, the death of a spouse, a major move – it can feel like your finances are in a free fall. But often, getting your money in order, … Continue reading
Who manages the finances at your house? You? Your spouse? Both? Neither? I remember when it dawned on me that – even in houses run by people who are more than financially astute, Wall Street types and business owners – … Continue reading
Good friends are rare occurrence in life, you know the kind you can talk to about anything and they won’t judge or hold anything against you? If you have such friends you know what I’m talking about. One of my … Continue reading
According to a Deloitte Center for Financial Services report from earlier this year, 58% of pre-retirees don’t have a retirement plan. This, as you might imagine, is a problem. Why? Because those of us who face things head on by … Continue reading
I’m often asked what to look for in a financial planner. The answer, of course, is that you want someone who is properly certified and registered, trustworthy, and reasonable in fees. There are a lot of designations out there – … Continue reading
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
Imagine you’re at the doctor’s office because you – like Madeline’s Miss Clavel — suspect that: “Something is not right.” You go through a full work-up, then are subjected to a battery of tests. And then the doctor sits… Continue reading
I had hoped to have a quiet start to this year. My big trip to Europe is coming up at the end of January, the holiday craziness is behind me so I planned on taking time to just sit back… Continue reading