Love and Money: Mixing Romance & Your Money

When you get married, you typically talk through things about personal values, career goals, raising kids, and your overall financial dreams. Things can get sticky if you have different attitudes or habits in managing your money. Living together and/or marriage…

10 Signs A Senior Needs Assistance (1 thru 5)

In my practice, I have the privilege of helping seniors while they remain in their home. Whether organizing important papers, paying their bills or managing in-home caregiver payroll, my clients’ number one concern is staying independent. Many seniors worry about…

Creating a Realistic Spending Plan: Take the 7-Day Challenge

Many of my clients are looking for ways to stretch their dollars. Yet many times they aren’t sure where their money goes each month. If you’re ready to develop a spending plan or workable budget that works for you, join…

Staying in Touch & Engaging Aging Parents

It’s hard to imagine that the holiday season ended a month ago. By now most of us have recovered from the excitement (or drama) including family dinners or out-of-town guests.  If you’re one of the millions of Boomers with aging…