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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.

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
intentional giving
Money & Finance

Thanksgiving: A Great Time to Create a Strategy for Intentional Giving

Do you have a strategy for intentional giving? I am told, and have witnessed first-hand, that even people who are very intentional about their own per... Read More
managing your portfolio
Money & Finance

Playing with Dough: 10 Steps for Managing Your Portfolio to Last a Lifetime

This summer, I took a 4 hour course at King Arthur Cooking School in Vermont. The class was titled “Bread Making 101.” My mother was an accomplish... Read More
money matters
Money & Finance

Money Matters: Having Everything May Lead to Having Nothing

Finding yourself suddenly single is a journey that must be traveled. There are no shortcuts. But there is hope. As former governor Ann Richards said a... Read More
digital currency
Money & Finance

What’s in Your Wallet? The Future of Digital Currency

Stand in line at a coffee shop and watch people paying for their drinks and snacks. One person slips a card into a machine. Another customer waves or ... Read More
protect your wealth
Money & Finance

Are You a Potential Target? Protect Your Wealth Today

Have you heard the story of the bag lady who was sued for $10 million? I didn’t think so. Lawsuits aren’t typically filed against poor people; the... Read More
retirement spending
Money & Finance

Retirement Spending and Saving: 5 Steps to Put your Mind at Ease

Approaching retirement can be a scary time. What will I do with my time? Will I have enough money to live the life I want? What will give my life mean... Read More
moving to a foeign country
Money & Finance

Moving to a Foreign Country After Retirement

There's something undeniably appealing - both pragmatic and poetic - about the idea of moving to a foreign country and living an expatriate adventure ... Read More
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