Category Archives: Money & Finance

The major U.S. stock averages achieved record levels in the first few months after the election of Donald Trump. Predictably, those gains spurred the ... Read More

As adults over 50, we can suffer from putting off the money talk in two ways – having the talk with our aging parents AND having the talk with our c... Read More

The Crystal Ball is Fuzzy One could accurately call Donald Trump the “unexpected President.” Regardless of your political leanings, his future imp... Read More

We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a co... Read More

Help Yourself with Specific Goals, Not Vague Financial Resolutions Resolutions are top-of-mind now as we flip the calendar page to the New Year, but ... Read More

The giving season is here, which makes it a good time to examine whether you should be giving financial gifts to family members now rather than later... Read More

Decisions are best made with a little time for reflection, good information and advice from experienced professionals and those with opinions you valu... Read More

My first boss in the financial services industry told me I was doomed to fail, in large part because I was female. That was 1989, and while my industr... Read More

Headlines batter us all day and every day, invading our space via TV and radio, our computers and especially our phones and tablets, and the print med... Read More

Don’t Worry - It's Not That Big of a Deal It’s not enough that we are on the verge of being bombarded with rhetoric from two candidates running... Read More

A sense of mild panic can set in as we reach a certain age and face the fact that we could have saved more for retirement when we were younger. It’s... Read More

Life has a tricky way of throwing barbs at us when we least expect them, and that’s why I put Risk Assessment and Risk Management at the top of the ... Read More