Creating Financial Wellness
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Would You, Will They? How a Will Shares Your Wishes
FISCALLY FIT LEGACY SERIES Make a Will I’ve been reading a lot of articles and blogs written about making a will lately, and they all pretty much say the same thing. Wills are simple to create, yet most Americans don’t…
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Legacies
Let’s talk about the end. One day you’re going to die. It’s a fact of life that we’re all going to die. I sincerely hope that day is a long way off, but in the meantime, a little planning will…
Don’t Be the Barnacle
Is it time for a reset? No doubt about it, 2020 has taken its toll on people. It will be remembered as the year that everyone wants to forget. It has caused untold costs in social, political, physical, emotional, financial,…
Feeling Thankful
It’s Sunday evening, November 22, 2020. I am in Sun River, Oregon, on the last day of a weeklong semi-vacation with my partner. As I sit next to the fire in this lovely rented condo, snow outside the window, I…
Giving Thanks and Giving Back – What’s in it for me?
As we enter the season most associated with giving thanks and giving back, I have been reflecting on the meaning of the terms “philanthropy” and “charity.” Many of us are moved at this time of year to be generous. We…
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What To Do If Your Budget is Broken
I’ve been there. After a messy expensive divorce in which I made a few costly emotional decisions, the financial implosion of 2008, a layoff, and a huge rent increase all in the same year (and I thought 2020 is bad!),…
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