MENUMENU

Helpful tips and advice on managing your money and finances as we make our plan for living well – not just living long.

Category Archives: Money & Finance

Helpful tips and advice on managing your money and finances as we make our plan for living well – not just living long.

Giving Back to the Community
Money & Finance

Five Tips for Meaningful Philanthropy

Giving back to the community seems to reach a fevered pitch in December because there are lots of opportunities to help make sure the holidays are spe... Read More
Senior Discounts Feature
Money & Finance

To Discount or Not to Discount, That is the Question

It’s a RewardYou’re having lunch at a restaurant. Will you ask if they offer senior discounts? You’re making reservations for a hotel. Do yo... Read More
retirees
Money & Finance

Retired? Now What?

A survey from Merrill Lynch explores Americans' attitudes toward leisure in retirement-and how to make the most of that newfound freedom. Having time... Read More
financial issues
Money & Finance

Are You The Family Bank?

Sponsored PostIf you are the person your family turns to for financial support, these insights from Merrill Lynch Wealth Management could help you... Read More
you've been hacked
Money & Finance

5 Signs of Digital Hacking You Need to Know

As a computer or internet user, do you always know when you've been hacked? A few years ago, malicious hackers might have cried for attention because ... Read More
Money & Finance

Auction House or Estate Sale? Which to Choose?

In this last of four articles, I want to summarize and give insight for you to make knowledgeable choices when you need to about downsizing or when ha... Read More
saving for retirement
Money & Finance

Save More for Retirement With These 5 Tips

Sponsored PostEven if you are juggling other financial goals, here are some steps from Merrill Lynch Wealth Management to help you get back on tr... Read More
cognitive decline
Money & Finance

When Memory Fades: Planning for Care

  With the incidence of Alzheimer’s and other forms of cognitive decline projected to rise, this insight from Merrill Lynch We... Read More
income producing assets
Money & Finance

Are You Interested in Real Estate Investments?

With the recent turmoil in the stock markets, perhaps you’re ready to re-invest some of your reserves into residential real estate and income produc... Read More
property appraiser
Money & Finance

Help! Choosing a Qualified Personal Property Appraiser

As a certified appraiser, a valuation specialist, through Appraisers International Society (AiS), I'd like to share my expertise and advice for hiring... Read More
wealth management
Money & Finance

Wealth Management and the Best Financial Advice I Ever Received

This post was contributed by Nancy McKeon, our friend at mylittlebird.com. When you get to a certain stage in life where you've amassed a bit of... Read More
compassion
Money & Finance

“We’re All Jock Tamson’s Bairns” – Compassion and Scottish Values 

"We're all Jock Tamson's bairns" is a popular saying in Scotland. The Reverend John Thomson (Jock Tamson) was a much-loved minister of Duddingston Kir... Read More