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When developing financial plans or retirement plans for couples, I often feel like a marriage counselor. In fact, several of my clients tell me I’m the best marriage counselor they’ve met. While I’m not a licensed therapist, I am a Certified Financial Planner™ professional. I’m often facilitating couples with difficult discussions about money. Some of […]
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Every Thursday, we tweet peace of mind tips on Twitter. Here are tips from last month. Click on the tip to view the source. Hire an estate planning attorney to determine if you need a Will or revocable living trust or in some circumstances both documents. Write a joyful mantra to say when coping with stress. […]
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If you need a motivational nudge, then print this page. Read a quote every day to increase your motivation. For daily quotes, like us on Facebook by clicking here. “Strive not to be a success, but rather to be of value.” –Albert Einstein “If we did all the things we are capable of, we would […]
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Every Wednesday, we offer tips via Twitter to help you with your profession. Below are tips we tweeted last month. Click on the tip to view the source. For a successful video interview maintain eye contact and be aware of your body language. Step away from what you are working on every 75 to 90 minutes to give […]
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Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are tips we tweeted last month. Click on each tip for more information and to view the source. Whether you’re single or married, it’s never too early to assess if you are adequately saving for […]
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Our personal relationships help us celebrate the joys in life. They also help us through difficult times. Take time to express your gratitude to those who matter the most to you. Use these personal relationship tips as inspiration to take action. Every Monday we share on Twitter a helpful tip. Click on the tip for […]
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Have you ever had so much going on in your mind that you can’t focus on what you need to do in the present? You’re lying in bed wide awake. Too many things are going through your head. Even though you know you need to sleep, you can’t fall asleep. You have a work deadline […]
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It’s hard enough to deal with the emotional turmoil of divorce but understanding some of the jargon can make one’s head spin. Your definition of “fair” or “what is rightfully yours” may not be what the divorce settlement will reflect. Unfortunately, items accumulated in a marriage (aka, marital assets) may or may not be split […]
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When someone loses their spouse, they no longer have their life companion. It’s a very difficult time dealing with both the emotional impact and basic day-to-day responsibilities. In my practice, I work with surviving spouses. I help them sort through the financial stuff and set priorities. During my time with surviving spouses, they share their […]
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We often hear the term “sandwich generation” but really don’t understand the magnitude of it until we’re experiencing it. Sandwich Generation is a term used when someone is caring for their children and caring for their aging parents. For most people, they coordinate with their spouse in order to care for their children. There are […]
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