Tag Archives: retirement planning

A conversation about retirement planning with my husband

If meeting with my accountant to pay taxes was enough to make me crawl under his desk and start popping anti-anxiety pills— you cannot imagine how much fun I have planning for retirement with my husband. Conversations with my husband, … Continue reading

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5 tips for juggling financial priorities

One of the biggest challenges when it comes to managing your money is juggling financial priorities: Should you save for your own future or college for your kids? Put money in an emergency fund or pad your 401(k)? Pay down … Continue reading

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Love and money

I’m not going to pretend money is romantic. But many of the things you can do with money are romantic: The average person will spend close to $131 on Valentine’s Day, taking their loved one out to dinner, on a … Continue reading

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When to step in and takeover your parents finances

According to research from the Indiana University School of Medicine, about a quarter of people age 65 or older have at least slight cognitive impairment. For many adult children of this group, the stat brings up an important question: When … Continue reading

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Have you really thought about what your retirement will look like?

I have a friend I’ve spoken about her many times before. She gave up her life here in North Carolina to take a job up north, so she could start taking actual steps towards her retirement dream of a building … 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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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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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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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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Taking action isn’t always easy

Did your mother ever say to you should do something because “It’s good for you.” I know I’ve said that on more than a few occasions to my three kids. Whether it was “Eat your vegetables,” “Get some exercise” or … Continue reading

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