Spring is in the air. I am getting ready to start my outdoor gardening, and I know there is a lot of work to do before I will harvest the bounty. As I do this, I can’t help but feel that the same is true with our monetary lives. Read More

I remember it well – the mood swings, the hot flashes. One day I am elated with life, enjoying every moment. The following day could find me on the verge of biting a loved one’s head off…

Do you or your spouse have an IRA or employer sponsored plan? The recent changes made under the SECURE Act will have an impact on you…

Regardless of how we feel about it, this year is rolling to a close. Perhaps we failed to achieve the goals we had set for ourselves in those past 12 months. Or, maybe we managed to fulfill our expectations. Read More

We had been planning the trip to Iceland for months. In quest of the Aurora Borealis, a trip to nurture my soul, my husband, Mark, had diligently made all of the travel arrangements…

With the end of 2019 drawing near, it’s time to figure out how to be financially wise to our best advantage. For those of you over 50, it’s time to put money into your own or a spousal IRA. The limit is $7,000…

We came home from a weekend away to find a puddle of water in front of the fridge. Opening the door, I unscrewed my coconut milk and it smelled a bit off. The food in the freezer was cold, but completely unthawed…

My husband is 10 years my senior. He has had two iterations of “retirement” so far and both had financial and emotional implications for us. His most recent shift has been out of a paid career to having more freedom with his time. Read More

Financial intimacy changes as we age, and I want to do it with dignity and grace! In our early years, Mark and I became financially intimate through sharing our financial history. We combined (over time) some of our financial accounts…

In David Brooks’ The Second Mountain – A Quest for a Moral Life, he writes about the daemon. What Is the DAEMON? “A daemon is a calling, an obsession, a source of lasting and sometimes manic energy…