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It’s That Call I’ve Been Dreading for Many Years
I tried to call my 93 year old mother on Saturday. She didn’t answer. My mother, though a little frail, lives independently and is able to use a computer and an iPhone. With her restricted driver’s...
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$imple $ense: When is that “gig” something more?
It is no secret that we live in a gig economy where folks have multiple streams of income. In fact, Forbes estimates that 43% of the workforce will be made up of freelancers by 2020. When we think...
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Collective Giving: A new way to thrive
“Alone we can do so little, together we can do so much.” –Helen Keller For many, spring is the time to think about graduation and graduation gifts. For me the last few years, spring has meant...
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The Holiday Spirit
Charitable giving always seems to be a little more top-of-mind during the holidays. We’re reminded of the many things we take for granted and the sufferings of those who are less fortunate. However,...
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Does This Spark Joy?
Marie Kondo… You are everywhere in my life these days. Now that all three of my kids have left the nest, I find myself imagining what it might be like to move. Having read Marie Kondo’s book The...
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Smart Charitable Giving
Too often, it can feel like there are so many worthy causes in the world that we don’t know where to start. Even if you’re a good person who focuses on causes that align with your values, it’s easy to...
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Can I Afford to Send My Kids to College?
Most parents want to send their kids to college without taking out massive student loans. Unfortunately, it’s not always possible. With tuition costs steadily increasing, and college funding options...
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What You Need To Know About Medicare
Healthcare costs are often the biggest expenses for retirees, and proper healthcare coverage for this group is critical to a healthy and fulfilling post-career life. When you retire, you will need to...
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4 Overlooked Retirement Planning Tips for People in Their 60s
You’re in your 60s, and retirement is so close you can almost touch it. Now is an exciting and important time to ensure every piece of your financial plan is ready to support you as you transition...
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When to Stop Financially Supporting Your Adult Children
Cutting financial ties with your adult children can be a sensitive family challenge. But cutting these ties doesn’t have to devolve into a Shakespearean family tragedy. With tact and mindfulness,...
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