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Managing Money

Managing your money in retirement is just as important as making it. Money gives us the ability to live a good life and maintain a healthy lifestyle. Let's explore the world of encore careers, jobs for seniors and small business success.

2 years ago

Money and Remarriage: How to Navigate Divided Loyalties and Shadows from Previous Relationships

If you thought dealing with money issues can be tricky in a marriage, it’s way more difficult in a remarriage. In a marriage, you have two people from different backgrounds with different approaches to money…

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2 years ago

The Loving Thought of Financial Fidelity

This is the time of year we focus on those we love. Children share valentines in school, heart-shaped boxes full of candy disappear from the shelves, florists run out of red roses, and jewelry stores appeal to lovers of any age. There is a special focus…

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2 years ago

Let’s Talk About PLESA

Are you one of 63% of workers who cannot cover a $500 emergency expense? Effective January 1, 2024, help may come from your employer in the form of a PLESA which was created by the SECURE 2.0 Act of 2022. PLESA stands for pension-linked…

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2 years ago

“Planuary” a Better Approach to the New Year?

Are you sick of it yet… all the tips and tricks for making New Year’s Resolutions? And at the same time, all of the depressing stats on how quickly we fail (by mid-January!) at keeping those resolutions? Don’t get me wrong. I am a huge fan…

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2 years ago

How to Make Your Savings Stick Around a Bit

Regardless of your income, it can be difficult to build savings. We all know we should be building savings and not just using it for any purpose, but we haven’t really been told how to do that.
Just expecting yourself to automatically build savings is not enough…

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2 years ago

Is It Possible to Brand My Small Business?

These days, branding is a word that is bandied about freely. Everyone, from celebrities to wanna-be influencers, is trying to brand themselves or their business. You may be thinking, that’s okay for famous people or big businesses but what about…

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2 years ago

7 Considerations When Getting a Divorce Later in Life

Susan and David, in their 60s, had a tumultuous marriage that lasted for 40 years. They faced more than their share of challenges. Building a new business in a new country when they arrived in the US as newlyweds was one of them. While the business…

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2 years ago

Two Ideas for Giving Tuesday

I bet you have heard of Black Friday and Cyber Monday, but are you familiar with Giving Tuesday? Created in 2012, Giving Tuesday is a global day of giving that takes place on the Tuesday following Thanksgiving Day in the United States. It encourages people…

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2 years ago

Spending Less on Holidays Without Feeling Restricted

Well, it’s that time of year again! Time to start thinking about holiday shopping. Sure, every year we tell ourselves we’re going to spend less, but we end up spending more, or worse, having no idea how much we spent!

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2 years ago

What’s at the Roots of Financial Divorce Recovery?

Five years post-divorce, 25% of people say they feel recovered from the emotional impact of divorce, vs 35% who say they are still not recovered from the financial impact. Even after five years, so many of us are not financially resilient after divorce…

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