How to Have the Best Financial Date Night Ever! Flowers…chocolate…401k? Let’s face it — talking money and financial planning with your significant other on a “date” may not be your first choice for spending quality time together. Even in the best of relationships, discussing money and finances can send two people running in opposite directions....
After the grueling pace of graduate school, obtaining that advanced degree, and finding a great course for your professional career – you can finally turn your attention to other life choices. One choice that you’ll be faced with is what to do with the substantial student loan debt. More importantly is, how do you balance enjoying life while...
Are you caught in the middle between supporting children and caring for aging parents? At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself having to help your children with college expenses or supporting them during a job search while also looking after the needs of your aging...
There are times when imagining the worst-case scenario helps you prepare most effectively for the best case. The transition of a family or closely-held business is one of those times. Ask yourself, why is it that while Harvard Business School reports at least half of all companies in the US are family businesses - and just over half of all...
Your marriage isn’t working - you respect each other but have drifted apart over the years for whatever reason. Now you and your spouse have decided to divorce and close this chapter of your lives. You’ve heard the stories and perhaps witnessed a few horrors through friends or family who have divorced; that doesn’t mean you need to have the same...
If you have ever recycled at home, avoided products made overseas by sweatshop labor, grown your own vegetables, supported gender and racial diversity, or owned a fuel-efficient car, then you may be surprised to discover your investments can be working against your values. Do you know what’s in your portfolio? How can you find out what your money...
Your annual physical checkup and health screenings are scheduled. Your dental checkups, and perhaps those for your spouse and children, are on your calendar or smartphone. Yet many people fail to schedule time for a regular financial health checkup. Whether you prefer to block out some time each month or review your financial goals annually, here...
Retirement plans demonstrate the wisdom of the proverb “two heads are better than one” — a proverb that always brings to mind the music from the classic Sesame Street video. Now the “two heads” can be you and your spouse, or you and your financial advisor, but you can also benefit from encouraging a dialogue between the income-you and the...
Financial headlines can be hazardous to your sleep health in retirement. It is easy to get the jitters and start worrying that you should do something, anything but stay on your current financial course. Yet it rarely makes sense to panic and sell your holdings. Over the years I have developed a list of five ways to help you avoid the sleepless...
At the wedding, who thinks those two little words ”I do” might suddenly lead to the four words “I want a divorce.”? No one expects to get divorced. But now that you’ve heard (or uttered) those four words, what do you do?
