Managing Money

“With great power, there must also come great responsibility.” This quote from Spider-Man speaks to the consequences of our actions and the beliefs that frame our behaviors, especially when they affect many people. What does a line from Spider-Man have to do with women over 60? More than you may think. My previous article and […]

You provide a lot of personal information to your financial advisor (FA). In turn, your FA should provide you with an even greater amount. Most importantly, your FA should communicate that information and their advice to you in a way that you understand…

A net worth statement is a selfie, a financial photo. It is specific to the day you compile the numbers. If you compute a net worth statement today, tomorrow, and the next day, each will be different. A net worth statement lists your assets – property that you own – along…

Each year, Social Security benefits experience a number of changes that affect those receiving benefits now and those who will in the future. Some of the factors affecting these changes to Social Security are consistent and relatively predictable…

Do you know about The Great Wealth Transfer? If not, you will. In fact, it is already under way. The Great Wealth Transfer involves $68 trillion dollars and is the largest, global intergenerational wealth transfer ever. In this article and accompanying video, we will look at what…

I love New Year’s Resolution time of year not because of the goal setting but because it gets us thinking about the results we seek. Once you know your desired outcome, your best success is focusing on the small, actionable steps that ultimately…

In a previous post, I wrote about how to find your website’s Alexa score to see if you’re getting good traffic. My advice was, don’t panic if your score isn’t so impressive. Rather, use it as a baseline to measure progress…

Do you have a passion in life? Something that keeps you ticking? Maybe you have more than one. According to Dr. Alison Block, “a passion is something you want to dig into more deeply…

Social security, pensions and annuities can all be dependable sources of monthly income. So too can real estate. But before you cash out your retirement fund and buy a rental property, here are five things you should know…

Aging isn’t easy. Wrinkles, grey hair, vision and hearing loss, and aches and pains pile up. But there are many perks of getting older, especially when finances are concerned…