Managing Money

I am a fan of national theme months, of which we have many in this country, so of course I love Financial Literacy Month in April every year. But I’m also realistic enough to know that most of the themes are best practiced all year long, whether they are health related, money related, or otherwise…

You may remember watching your children or nieces/nephews spend “their” money differently than “your” money? Suddenly, what they asked you to buy, was not what they were willing to spend their own money on, remember that? That always made me chuckle. And now I am seeing the same scenario in our grandchildren…

Have you ever found yourself lying awake at night, running through numbers in your head, wondering if you’re doing this “right”? Maybe it’s a bill you’ve been putting off opening. A decision you’re not sure how to make. Or a quiet worry you haven’t shared with anyone. For many women, money isn’t just stressful, it’s deeply…

If you’ve been thinking, “What’s next for me?”, you’re not alone. More and more people are exploring encore careers: meaningful work pursued in the second half of life that blends purpose, flexibility, and often a new sense of identity. If you’re curious but unsure…

At a recent gathering, a client of mine found herself in a familiar social moment. Someone leaned in, smiled, and asked the question many women quietly dread in retirement: “So… what do you do?” She paused. Not because she lacked an answer – but because none of the old…

With the 24/7 news cycle, it’s hard to avoid breaking news headlines and checking your account balance. The truth is, I hear versions of this all the time: “I made the mistake of checking my account after listening to the news…

A woman once said to me, “I’ve spent my whole life being careful with money… and now I don’t know how to stop.” She wasn’t struggling financially. In fact, she had done everything “right” saved consistently, avoided unnecessary debt, and built a stable retirement. But when it came time to use her money, she hesitated. After decades of saving…

The day that your youngest child leaves the house, or graduates from university, is a bitter-sweet moment for most parents. On the one hand, you are faced with sadness, fear and loneliness. On the other hand, you finally have the opportunity to start living your life again…

Starting in 2025, key provisions of the SECURE Act 2.0 officially take effect, reshaping how many Americans gain access to an employer-sponsored retirement plan. One of the most impactful updates shortens the eligibility timeline for long-term…

Not long ago, a reader shared something that stayed with me. She said, “My home is the most valuable thing I own, but I’m not sure what actually happens to it when I’m gone.” It was not a gloomy conversation. In fact, she was healthy, active, and enjoying retirement…