Money moves in your 50s
Welcome to your 50s! You’re officially halfway to age 100, and you’re starting to feel like it too! I always say that when everything starts to hurt, it’s a good time to reassess your finances. This week, let’s review some of the more important considerations for...
Family meetings to discuss your plan
A while back, I wrote an article on how to discuss money with your children at different stages of their lives. As we get older and our children become adults, one of the best ways to have this discussion is to hold a moderated family meeting. This is one of my...
Spring cleaning your investments
Last Friday marked the first day of spring! Like most people, you probably have plans to spring clean your house, wardrobe or car. Why not add your investments to that list? Here are some helpful tips to help you with this task. These tasks should be done each year to...
Retirement planning for women
Men are from Mars and women are from Venus, as the saying goes. Well, when it comes to retirement, men and women are often very different in their needs. For starters, research shows that women are better investors than men. Why? Because women are less likely to feel...
