Tag Archives: financial advisor

A year to get clear

At the start of the New Year we all proudly wear badges of optimism, vowing to change our bad habits and adopt new ones. Health and fitness always seem to top the resolution charts, but over the past few years … Continue reading

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When do you qualify for old?

When do qualify for old? Is it based on age or attitude? My age still rounds down to 50, I certainly don’t feel old. Yet I remember when my parents were 50 and they seemed ancient. I do believe that … Continue reading

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What can you do when your parents don’t want to talk about money

At some point in your life, the tables will turn – your parents, who likely taught you nearly everything you know, will need a helping hand. Whether that means assisting them in downsizing, navigating the Medicare process, or taking over … Continue reading

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Balancing other needs when there is a special needs child in the family

More than 20 million families in the US have at least one member who has special needs. Their daily lives can be especially draining – not to mention expensive. Lisa, whose son Will has autism, says that his school costs … Continue reading

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Choosing guardians for your children

For any parent, choosing guardians is a struggle. You want to pick the right person for your children, of course. But weighing the pros and cons of select friends and family members isn’t pretty, and you also have to worry … Continue reading

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How do you plan for the possibility your child might not live an independent life?

As you heard in the video above, Lisa has a special needs child; her son Will, 11, has autism. We’re hearing more and more about autism these days, not just because celebrities like Toni Braxton and Jenny McCarthy are speaking … Continue reading

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How to deal financially when life is changing all around you

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

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Playing to your own financial strengths

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

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Friends and money

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

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Retirement as a numbers game

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

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