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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

Summer is a Good Time to Teach Financial Literacy

Concept # 1 in putting a financial house in order is to start now, and this summer could be a great opportunity for you to help shepherd children or g... Read More
Money & Finance

Spring Cleaning Lessons That Apply to Your Retirement Plan

Our collective ritual of “spring cleaning” often happens because we didn’t take care of chores during the winter, fall or maybe even last summer... Read More
Money & Finance

Should You Question Everything in Your Financial Planning

It may come as a surprise that I believe in taking an “agnostic” approach when it comes to financial planning. That word has nothing to do with my... Read More
US Tax Form 1040
Money & Finance

2015 News – The IRS Giveth and the IRS Taketh Away!!

Now that the holiday hustle has subsided and, while our New Year’s resolutions are still at least partially intact, we have the specter of Income Ta... Read More
Money & Finance

The 5 STEP Solution for Keeping Your New Year’s Resolutions

I always like to go to the gym during the first week of January just to see how many new people are there. The results are never disappointing; yo... Read More
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