Don’t think about it, just give me your first reaction when you read, “How do you feel about money?” Feel, is the important word! Do you feel scared, remorseful, angry, sad, or hurt? Or perhaps you feel elated, joyful, proud, appreciative, or giving? At a given point in time, you may have felt each one […]
HOW DO YOU FEEL ABOUT MONEY? Read More »
A friend recently asked me a question about the title of her property. Her divorce was final, and she was in the process of a review of her assets to change the ownership title and/or beneficiaries as needed. I came across an article that gave clear and concise definitions of the various ways to own
PROPERTY OWNERSHIP Read More »
As the holidays pass and I pack away the decorations, slowly work through all the leftovers and special treats, and put my household back to “normal”, I often grow melancholy. Do you? There are so many activities in my family in December. We celebrate six birthdays in addition to Christmas and the calendar is full
WHAT DOES PEACE REALLY MEAN? Read More »
This is the time of year when we are focused on giving. I put together my holiday gift list over a month ago. It is mostly the same as last year but with a few variations. Of course, my immediate family is always included plus a few “out-laws.” With joy I added my partner and
ARE YOU A GIVER OR A RECEIVER? Read More »
As you prepare to celebrate the holidays, what is on your “Things for which to be Thankful” list? Maybe it is food on the table, a roof over your head, or family and friends who love and support you. Maybe it is the ability to shop in stores and dine out once again, or attend
THREE WAYS TO GIVE FINANCIAL THANKS Read More »
Every morning I look forward to The Morning email from The New York Times. An article that ran not long ago struck a chord. It discussed “why economic inequality began soaring in the U.S. four decades ago.” The author, David Leonhardt, began: “If you look at historical data on the U.S. economy, you often notice
WHAT HAPPENED TO THE MIDDLE CLASS? Read More »
Elections, politics, family, holidays, work, environment, health, wealth… You have a list of concerns and I bet it goes on and on, just like mine. We are bombarded in the media with not only the issues facing us but also with lots of ways to deal with them that will make everything better. Vote for
THERE IS NO WAY TO PEACE; PEACE IS THE WAY. (A.J. Muste) Read More »
Earlier this week I spoke to a group of retired women about investment strategies in retirement. We talked about the need to review your asset allocation (my blogs The Key to Investing – Know Yourself and Asset Allocation=Investment Chili) and assess investment concentration (my blog Diversification vs Concentration) One of attendees asked me to write
MARKET ANXIETIES AND FEARS Read More »
What a drag! Taking care of finances is bad enough, you say (especially when the news is not great), but now you are telling me that I need to also be vigilant? What do you mean and how much time is that going to take? I am so glad you asked! Financial vigilance can take
FINANCIAL VIGILANCE Read More »
One type of investment offered by the U.S. Treasury is often forgotten—I Bonds. When I was young, my parents bought U.S. Treasury Series E (purchased at a deep discount) or H Bonds (purchased at face value) for me. I bet someone in your family owned them, too. I cashed in some of them to purchase
SERIES I SAVINGS BONDS Read More »