Money and You

How to Have the Best Financial Date Night Ever!

December 18, 2017 | Filed under: Popular Articles, Recent Articles

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. Yet establishing the habit of scheduling an annual financial date night nurtures your long-term relationship and future together.

Worried about Outliving your Money?

November 6, 2015 | Filed under: Popular Articles, Recent Articles

If you asked earlier generations what their biggest fear was – they might have answered, “dying too young.” Asking that question today would probably get you the exact opposite answer: “I’m worried about outliving my money.” It’s a fear that is shared by many – even wealthy individuals. According to the 2019 AICPA Going Broke Remains Top Concern in Retirement: Survey of CPA Financial Planners, more than 41% of CPA’s indicated that running out of money was clients’ #1 concern.

Financial Strategies for Women in Transition

July 30, 2015 | Filed under: Popular Articles, Recent Articles

Are you a woman in transition? If you’re facing new life challenges — a successful owner or manager of a rapidly growing business, someone with a recent inheritance or perhaps recently widowed, divorced, married, or about to be, or diagnosed or dealing with illness — then you’re a woman in transition, and you have special financial needs.

7 Tips for Financial Planning in your 70s

June 5, 2014 | Filed under: Popular Articles, Recent Articles, Related Articles

Many people in their 70s are retired. Whether you're one of them or not, it doesn't mean you should stop your financial planning – in fact it means you should pay even more attention as finances in your 70s offer more opportunities (and risks) now than ever before. Here are seven tips to help make sure you're well prepared for your 70s and beyond.

Sudden Wealth Requires Thoughtful Planning

April 3, 2014 | Filed under: Popular Articles, Recent Articles

It’s nice to know that fortunes can change quickly and for the better. However, dealing with a financial windfall can bring a new set of financial issues that you haven’t encountered before and you might find to be unexpectedly challenging.

Succession Planning

March 3, 2014 | Filed under: Popular Articles, Recent Articles

Key to a smooth business ownership transfer.

From the outside looking in, it may appear that transferring a business (through a sale to an outside party or succeeding control/ownership to an employee and/or family member) is an easy, if bureaucratic, process. But the tiniest of scratches to the surface reveals all sorts of issues that require careful consideration; not the least of which is maintaining the success and profitability of the business throughout the ownership transition.