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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.

Money & Finance

Why Women Pay More for Health Care – and What You Can Do to Prepare

From longer life spans to gender-based premiums, a variety of factors can cause women's medical bills to rise in retirement. These strategies may help... Read More
Money & Finance

Owning Their Success

[caption id="attachment_4814" align="alignleft" width="300"] Merrill Lynch client, Azmina Shamji-Kanji invested the profits from her first business to... Read More
Money & Finance

Do You Really Want to Raise Your Grandchildren?

If you are a grandparent, then you have adult children who have kids.   As much as you probably love your grandchildren, do you really want to raise... Read More
Money & Finance

You Love Your Children and Grandchildren – How Much Can You Give Them?

Most of us with grandchildren love spoiling them with gifts. I know I do. Unfortunately, the government puts limitations on how much we can give our c... Read More
Money & Finance

Annuities Aren’t Sexy But…

Annuities Aren't Sexy But...They Can Help Meet Retirement Goals: A key concern of many retirees is ensuring that they don’t outlive their wealth. O... Read More
Money & Finance

Could You Retire Now?

A comfortable and secure retirement is every worker’s dream, yet for many people, thinking about it can be overwhelming. Retirement is a goal to be ... Read More
Money & Finance

Women and Estate Planning

They say men are from Mars and women are from Venus, but is this true when it comes to estate planning? Absolutely. And because women often find thems... Read More
Money & Finance

Stock market meltdown coming?

With the financial markets at all-time highs, my guess is some of you might be thinking or even worrying about the next big market correction, or even... Read More
Money & Finance

Is Your Money Being Sucked Away?

It May Be Time To Quit Wasting Your Money on Traditional Long Term Care Insurance: Who in the world wants to read or talk about long term care? No on... Read More
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