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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.

1 year ago

Retirement: Turn Your Worry List into a To-Do List

We may spend up to a third of our life in retirement. It’s been said that we are currently in a retirement tsunami (10,000 baby boomers retiring each day for the next 10-15 years). And realistically, we all eventually realize that there are the Go-Go years, the Slow-Go years…

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1 year ago

The Importance of Confidentiality When Selling Your Small Business: Part 1 – Risks, Benefits, and Challenges

When I sold my business several years ago, keeping it confidential kept me up most nights. I was equally concerned about keeping clients in the dark and our team from feeling betrayed when they found out. However, I knew I’d need to let all key stakeholders…

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1 year ago

Our Voices Matter – 4 Simple Steps to Gain Confidence as a Speaker

As I walked behind two professionally dressed older men, I couldn’t help but overhear their conversation. I was heading to a class that promised to address public speaking anxiety. Apparently, these two men were headed in the same direction…

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1 year ago

Are You Confident You Would Receive a Good Offer for Your Business?

The number one reason a business doesn’t sell is because the owner places an un-realistically high value on her business. Think of it like you’re selling a house. You have wonderful memories created in the house. It’s served you and your family…

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1 year ago

Challenge: Writing Love Letters to Your Money

Writing to money can help us positively build a relationship with our money. It helps us to be honest with ourselves about money. It helps us to really see the big picture of our frustrations and feelings about money. Every day, we bottle up our feelings about money…

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2 years ago

How to Know If You’re Addicted to Spending

Although the best way to know if you’re suffering under a spending or shopping addiction is to seek out the support of a qualified therapist, we can use six questions to get a broad understanding of how spending may be impacting your life…

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2 years ago

What You Need to Know About Taxes When Selling Your Business

Selling your small business comes with several tax implications, depending on factors like the sale structure and the nature of the assets involved. To get an overview of key tax issues, I spoke with Adrienne Stewart, CPA/ABV, a senior manager at Larson Gross…

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2 years ago

How Do I Find a Buyer for My Business?

Once you decide it’s time to exit your business, there are three preliminary steps for you to prepare your business for a sale. After you’ve gone through these phases, the next stage is finding a buyer. Here are nine ways to find potential buyers for your business…

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2 years ago

My Scam Story: Do As I Say, Not as I Do!

I am a “mature” woman. Although I am retired, I do not think of myself as old. I exercise several days each week in a well-equipped gym – an hour on the stationary bike at high resistance and 10-15 minutes of rowing strokes. I also walk 4-5 miles at least two…

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2 years ago

What Type of Financial Couple Are You?

Have you ever felt guilty or frustrated with your lack of comfort with money? Or wish you felt more knowledgeable or confident when making financial decisions? Or wondered why your money personality is so different than that of your siblings, even though…

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