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

“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
Money & Finance

Are Stocks About to Crash? Build Your “House of Security”

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
money talk
Money & Finance

The Family Money Talk: What To Discuss and Why

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
tax reform plans
Money & Finance

Your Finances Under Trump’s Tax Reform Plans

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

Financial Planning as a Show of Love – A Valentine Message

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
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