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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.

end of year giving
Money & Finance

Five Tips for Meaningful End of Year Giving

Giving seems to take on added urgency in December each year as we consider our tax write-offs. Many people partake in end of year giving, but it doesn... Read More
What is gender lens investing and why does it matter?
Money & Finance

Gender Lens Investing: What It Is And Why It’s Important

Investors who include GLI in their overall strategy often find that: The addition can help them identify investment opportunities, generate a... Read More
As women, we have different financial needs than men.
Money & Finance

Women & Financial Wellness: Beyond the Bottom Line

Reprinted with permission from Merrill Lynch Today women’s lifelong financial wellness is at a tipping point. Thanks to a seismic shift toward wo... Read More
Money & Finance

Eldercare: Will You Be Ready?

Whether you are caring for a loved one or are concerned that you will need care yourself, the emotional and financial costs can be life altering. It's... Read More
Money & Finance

How a Personal Loan Affects Your Mortgage Application

There could be many reasons you are seeking a mortgage beyond your 50s. Maybe you're recently single. You are combining homes. Or you are ready to dow... Read More
Talking about the state of your finances is an important way to reduce financial anxiety about back to school/college season.
Money & Finance

How To Ease Financial Anxiety With Kids Going Back To School or College

Financial anxiety with kids going back to school/college is no minor issue. Parents are responsible for buying school supplies, saving for college tui... Read More
Westwood Holdings Wealth Advisor
Money & Finance

The Gift of Starting Young: Setting the Foundation For Financial Success

Sponsored Post You might say Melissa McMillian was born for the position she now holds as a Senior Vice President, Private Wealth Advisor. “I’v... Read More
Will Legacy Planning Last Will and Testament concept
Money & Finance

Will Your Will Legacy be Helpful or Hurtful?

As an appraiser of estate properties, I not only appraise for estate purposes but also consult with estate representatives and families concerning est... Read More
woman shows notepad with the text we are equal
Money & Finance

Woman Power: How Women Shape the World

'Woman Power' is growing clout—as entrepreneurs, executives and consumers—the movement is changing how companies do business and spurring economic... Read More
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 Reward You’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
Mott & Bow Women's Jeans Ad