What If I Died?
What If I Died? Using a Daily Money Manager to Plan Like There’s No Tomorrow Sixty percent of Americans have not done any estate planning. If you have ever been or talked to the executor of a poorly planned,…
Travel Tips for the Prepared
Travel Tips for the Prepared Ways to Save Time and Money Having just done some travelling myself, I thought I would share with you some tips that you might not think about until a travel crisis occurs. Thankfully, we didn’t…
Where Did I Put My Glasses?
FROM NORMAL STRESS TO OVERWHELMED Even the most organized among us have been there. You walk into a room, get distracted by something, and forget why you were there in the first place. You put something aside in a ‘special…
Medicare Fraud Prevention: It’s up to YOU
Medicare has lost billions of dollars due to fraud at all levels. Medicaid expenditures total $415 billion annually, and Medicare pays out $600 billion a year. According to The Economist, about $98 billion of it represents fraudulent payments. Want to…
My (Brief) Brush with Death: Lessons Learned
Officially, I was dead last month. I was blissfully unaware and found out by accident. I volunteer as a Representative Payee for a man in Wilmington who is mentally disabled and cannot manage his Social Security income on his own. …
Put Your Tax Refund on Steroids!
So you’re getting a tax refund. Maybe you are already thinking about all the ways you can spend it. The problem is, many people spend it several times before it even gets in their hands, and then where are they? …
The 3 P’s of Financial Fitness
The 3 P's of Financial Fitness February is Heart Month. My husband and I joined a local gym. I’ve decided that it wasn’t procrastination on a New Year’s resolution, it was a month of planning and committing, and it seems…
Crossing the Senior Digital Divide
Crossing the Senior Digital Divide Imagine what your life would be like if you couldn’t use Google Maps to find your next appointment, instantly check the weather and be warned of impending storms, find a phone number, or locate a…
The Top 5 Documents for Life Control
If you are not prone to planning ahead, this could be your wake-up call. James, age 38, went around a corner on his motor cycle, was struck by another vehicle, and landed in the hospital with brain trauma. Sarah, age…
Financial Adviser? For Me?
I thought October would be a good time to talk about financial planning. As a daily money manager, this is one of the topics I review with my clients. I have found that there is a lot of confusion out there…