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.

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
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
Are you choosing an appraiser to appraiser your property? Make sure your appraiser is qualified.
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
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