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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.

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
financial issues
Money & Finance

Are You The Family Bank?

Sponsored Post If 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 Post Even 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
Mott & Bow Women's Jeans Ad