Managing Money

You’ve worked hard, saved diligently, and now you’re stepping into retirement – or maybe you’re already there. But as you change AND the world around you continues to change, it might be time to fold in some new knowledge! One of the smartest things you can do right now?

It’s Christmas Day and Angela, 74, is sipping a cup of coffee in her son’s living room. A beautiful Christmas tree stands in the corner covered with ornaments and bright colorful lights. The room is filled with the warm and delicious smells…

I invite you to take yourself off of autopilot mode for a minute when it comes to how you and your significant other handle your finances. Research suggests that half or more of our daily activities are driven by habits, done with little or no conscious thought. I would argue…

When economic anxiety spikes, most people turn to the same recycled list of financial tips: build an emergency fund, live below your means, pay off debt. These aren’t bad ideas. They’re just the wrong tools for the moment you’re in. By the time a recession hits…

If it’s been a while since you last updated your resume, you’re not alone. Many of us built our careers when resumes were printed on paper, handed to someone directly, or passed along through a personal connection. One page was the gold standard (and often hard to achieve)…

I am positive that you or someone you know has experienced a scam. No matter which technique was used, the resulting behavior is known as an “amygdala hijack.” The brain’s fear and threat response center, the amygdala, was triggered by criminals to elicit strong…

Along with the benefits of being a freelancer, or running your own small business, come some aggravating problems. These hassles will occasionally occur, so you should be ready for them. Here are my solutions to the most common issues…

Purchasing an immediate annuity is a straightforward way to turn a lump sum into a steady, guaranteed income stream that lasts for the remainder of your life. Many retirees use the savings accumulated during their working years to buy an immediate annuity because it provides…

In the United States, since the late 1990s, financial experts and educators identified a significant gap in financial knowledge among young people. An effort began to designate a special day of the year to educate youth about essential money management skills…

For many women over 60, monthly expenses aren’t just rent, electricity, and the phone bill. They might include a grandchild’s daycare, helping an adult child through a rough patch, supporting a family member’s health care and/or pet care (because let’s be…