Finances
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How to deal with rising health care costs
Many seniors are finding their medical expenses exceed what they anticipated when planning for retirement. Maximizing the value of available…
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Watch for warning signs that your aging parents need help
If you’ve been entrusted to assist an elderly relative with scheduling preventive exams and putting a health care plan in…
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Practically speaking—The sandwich generation
My mother-in-law moved in with us the day she became a widow and lived with us for the next 27…
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Practically Speaking—Changes to Social Security
Just when you think it can’t possibly get more complicated, enter the Federal Bipartisan Budget Act of 2015. While there…
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Practically speaking – wealth health
I am passionate about finances and serving people in this area of their life. Managing financial resources must be in…
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Practically speaking – Joy to the World
Thirty-five years ago I experienced one of the most profound Christmas memories of my life. My husband and I encountered…
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Practically speaking… Coping with sudden wealth
Doesn’t the sound of sudden wealth sound amazing? Have you ever speculated about a large inheritance or winning the lottery—what…
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Before you pull the trigger on retirement
“What do you mean we should work longer?” This is a common expression we hear when clients decide they want…
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Practically speaking… becoming a wise investor
Part 2 of 3 In last month’s article, I took you to Investment Street, Anytown USA, and gave you the…
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Practically Speaking…Becoming a Wise Investor
Part 2 of 3 Remember that childhood admonition before you cross a street: stop, look, and listen? It is much…