Financial Stress
What To Do When You Are Named the Executor of a Will
The Role and Toll of Being the Executor of a Will. Meticulously kept instructions were Mom’s final gift to me. It has been almost a year since my mother passed away. As I reflect on the past months, I realize that my role as her caretaker did not end at her death, but has remained…
Read MoreHow To Minimize Your Gift-Giving Anxiety This Holiday Season
Emily wants the latest iPhone. Terry wants a new Xbox. Jaden wants a new pair of Nike Air Max 270s. And your mother keeps hinting she would really like a Fitbit for when she goes walking with the neighborhood ladies. Your family has not been subtle about the gifts they are hoping to receive this…
Read MoreWhy the Election Doesn’t Matter when It Comes to Your Finances
I’m writing this blog at the end of October and our country is knee-deep in ‘election fever’. You can’t escape it, no matter how hard you might try. By the time you are reading this post, the election will be over and we’ll know which candidate is going to be our next President. I think…
Read More3 Things You Can Do To Reduce Coronavirus Related Financial Stress (and Launching a New Career Isn’t One of Them!)
When I recently retired from Corporate America in my mid-50s, people looked at me like I was crazy. I’m sure they wondered if I had a health issue, a personal crisis or had just decided to give up all my material possessions and go live on an island somewhere. I assure you that none of…
Read MoreCoronavirus, You and Your Money
We are in an unparalleled time in history with the risk of the Coronavirus affecting our everyday lives. As Financial Coaches, we are committed to helping our clients plan ahead and be prepared for the unexpected. We emphasize the importance of having a plan for life’s unexpected life events. Depending on where you live, this…
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