Want to Speak with an Investment Professional?
- Cathleen on Six tips for how to save money during the holidays
- shundria riddick on Stop punching a time clock and start pursuing your passion
- Dan on My new found anxiety around money
- Barbara on Are you saving for something as opposed to for someday?
- Laurie on Are you saving for something as opposed to for someday?
Tag Archives: retirement
Today, we released the Wells Fargo Millennial Study on how this generation looks at money and their future. While 80 percent of millennials, ages 22-33, say the Great Recession taught them they have to save “now” to survive economic problems … Continue reading
At some point, many of us are going to want to downsize. Maybe the move will come because four bedrooms feels like two too many since the kids moved out, or because you want a place closer to your kids … Continue reading
Having just celebrated another birthday, I continue the march toward my own retirement date. As it draws a little closer each year, and given my role at Wells Fargo in retirement, this next phase of my life is occupying more … Continue reading
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
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
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
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
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
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
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