Tag Archives: retirement

America Saves Week – a little help with budgeting

If you have ever read one of my posts you know how I feel about following a budget. I believe in the concept, I can create a solid plan, but as soon as I see the limitations on my open … Continue reading

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Put the personal in personal finance

One of my favorite Money Rules is Money Rule #1: Personal finance is more personal than it is finance. I wish I could take credit for it — as I wrote in the book, it comes from financial planner Tim … 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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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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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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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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Learning to appreciate the small stuff

One thing we’ve learned over the past five-odd years – roughly the length of the economic downturn – is how to cut back. Some people cut back because they lost jobs or didn’t get expected raises or bonuses. Others cut … Continue reading

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Financial moves when you have a child later in life

The new trend among would-be parents: Waiting. We’re putting children off longer than ever before. Women in the US are becoming first-time mothers at an average age of 25, four years older than we were in 1970. And it seems … 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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