Understanding Scams that Seniors Face

March 11, 2014

Recently, I attended a webinar sponsored by Home Instead, focused on the many different scams and abuse that Seniors are often subject to.

I’d like to summarize some of the poignant points made in that webinar.

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Do We Have a Retirement Crisis?

May 7, 2013

I recently read about a report in the Wall Street Journal that made me stop and think about how these numbers could “scare” us enough to make positive changes for our personal financial picture. Just the last few weeks I have met with many clients who had decent incomes but NOTHING saved for retirement. Do not let these numbers scare you but instead motivate you to do more or take an action step forward.

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5 Ways to Manage Holiday Financial Stress

December 4, 2012

Your goals these holidays include not overeating, staying calm and not OVER SPENDING. The last thing you want is the credit card hangover in January and starting 2013 on the wrong money foot. Start getting ready to check off items on your YEAR–END Checklist.

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Can Love and Money Get Along?

February 21, 2012

She spends a little at a time, all the time. He makes big purchases from time to time. She shops at Whole Foods every few days. He just splurged on the iPad 2. And now they’re fighting.

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