Category Archives: Estate Planning

Money Remodel Tips AFTER Marriage

after marriage tip

A Fairy Tale Once upon a time…she kissed the frog who turned into a prince…and they lived happily ever after! Is that how your marriage story went or is going? Mine neither! Although I do have to say that after 37 years, my husband and I feel less stressed, happier, and are definitely enjoying life….

Avoid These 3 Common Estate Planning Mistakes

estate planning

We humans have an understandable tendency to take action on things that are important to us in the moment. And until we have something happen in our lives that remind us that our risk of mortality is 100%, we often leave the “when I’m gone” wishes on the back burner. This is why 60% of…

Top 3 Money Remodel Tips BEFORE Marriage

before marriage tips

Money: Too Often a Red Flag for Couples Call it money issues, financial trouble, money stress, or financial disagreements, they are all red flags in a long-term relationship if they are not resolved. Money is often one of the top reasons for divorce. So acting on financial conversations, investing in a Money Remodel so to…

How about a Money Remodel?

black couple papers

New year, new start, new way to do something, an opportunity to new improve your life…at least that’s how we often start the new year, right? Take advantage of those good intentions to get yourself headed in the right direction, whether it’s related to your health, your home, your relationships, or your money. Enjoy the…

Working with the Experts: Dos and Don’ts

financial experts

Whether you are in need of a new mechanic, dentist, or hairdresser, your main priority is to find someone you can trust to meet your needs reasonably. The same holds true for seeking financial experts like a tax advisor, estate planning attorney, or financial advisor. So whether you have moved, life has changed, or you…

What’s a Girl to Do? Financial Planning Considerations for Single Women

single woman sitting on couch

The Numbers Life is full of surprises, changes, and adventures we often never dreamed would happen. These events are not always happy times but become part of the facts of our lives regardless. As women, for various reasons (death, divorce, choice) that often means we are eventually alone without a spouse. The US Census Bureau…

Is it Time to Declutter Your Finances?

woman with calculator

Keep it Simple You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word !?!) are all referring to great advice, in my opinion, to clarify the situation and make life less complicated, less overwhelming and often…

10 Things to Consider if You Need a Revocable Trust

Revocable Trust

In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some great tips and things to think about when considering the will vs trust question or updating a trust. With her permission, I am including her helpful information below.  You may find…

Is Your “Who Get’s What” In Writing?

Who gets what

Have you ever had a goal you couldn’t seem to get accomplished but then when there was a special event added to the calendar, it somehow got done? Losing weight before a wedding, completing a home project before company comes to stay, or finishing a gift before the birthday/holiday, for example? There is something about…

The Month to Focus on Your Estate Planning

Estate planning awareness month

Common Beliefs Have you ever found yourself or heard someone else saying: “I’m too young to do estate planning.” “All my property is titled in joint tenancy with my spouse so I don’t need any estate planning documents.” “Estate planning is only for the super-rich.” “Estate planning is too complicated and expensive.” “We did our…