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…
Category: Financial Privacy & Security
Home Insurance, Disaster Protection & Annual Reviews
The fires in Sonoma and Napa Counties are a sad reminder of how quickly disaster can strike. If you’re a homeowner and haven’t looked at your insurance policy lately, now is the time. It’s time to get reacquainted with what’s…
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Equifax Breach & Protecting Yourself
Between Equifax and the Yahoo breaches, millions of Americans and billions of accounts were exposed. Rather than rant and rave about how security violations happen, I’d like to focus on how to take control. Given the laws of probability, we…
Is It Time to Retire or Start a Second Career?
For many of us over fifty, the idea of retirement is an enticing dream. Ditch the Silicon Valley commute. Eliminate the stress of a 40+ hour work week. Spend more time doing what we love. Yet only 60% of workers…
Winning the Lottery: What Should You Do?!!
Do you daydream of winning the lottery? Even as a Daily Money Manager, I too fantasize about winning the big jackpot. Sometimes money can make people crazy… whether it’s an inheritance, unexpected windfall, or something like winning lotto. So here’s…
Do You Need Cyber Insurance?
A lot of my client work involves working with online banking apps and managing financial reports that I share electronically with other professionals like CPAs, financial advisors and estate attorneys. I'm a stickler for security and was curious about cyber insurance…
Technology Scams Targeted at Seniors
A computer connected to the Internet can be a lifeline for seniors. It's a way to stay connected to their families as well as their finances. Unfortunately seniors are often targets for scam artists hoping to prey on their ignorance…
Using Technology for Credit Card Safety in the Holidays
Now that Black Friday, Small Business Saturday, Cyber Money and Giving Tuesday are over (!), your credit cards may have had a quite a workout. Over the years I find that the holidays can be a hectic time, filled with a flurry…
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Holiday Financial Tips
That Have Nothing to do with Budgeting Black Friday is behind us, and the shopping frenzy has started. By now (hopefully) you have a spending plan for your gift giving this season. Whether you are braving the malls or online…
Identity Theft Through Smishing
Similar to “phishing,” the latest con scammers are using cell and smart phones to smish victims out of bank account information. Identity theft has hit a popular communication tool: text messaging. In my work at keeping my clients financially organized,…
Fiscally Fit 