Are You in Control of Your Money? Benign over-donation. It happens to most everyone at one time or another. You receive a letter in the mail requesting a financial donation to a charity that you like to support. It seems like you gave to them recently, but you write...
A Journey Worth Taking Money is one of the most emotionally laden topics to discuss with a family member. You have to realize that the conversation is not A conversation, but a series of trust-building exchanges. It is best to start long before a crisis situation...
What does Annual Medicare Enrollment mean for You? Every year, as you approach age 65 or if you are beyond that age, you start getting bombarded with ads about Medicare enrollment starting in August. If you are like most people, you probably stop paying attention...
A Real-life Story A few weeks ago, a client of mine was scammed. Doubled scammed really. I’m still not completely clear on the sequence of events but I will share this story anonymously with you in hopes that you can learn something to protect yourself. The Events...
Tips for establishing systems for tax-time Do you groan every year when tax-time rolls around? You are not alone. Many people do not have good systems for keeping track of taxable information throughout the year. Nearly 10 million have to file an extension, which ends...
I gave some thought to my experiences over the years, and was abIe to formalize my system and purpose into something I call The Three Pillars of Financial Management(TM) as you see in the graphic. Your money mindset is the foundation of all of your lifetime financial...
