Category Archives: Financially Organized

The Financial Freebie Frenzy

A Tongue Twister Have you tried a tongue twister in a while? Try saying “financial freebie frenzy” three times fast! I am referring to all of the great attention the topic of financial literacy gets every April, which has been happening every year since 2004 when it was recognized in the United States as Financial…

An Epidemic of Another Kind: Financial Illiteracy

Family saving money

Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Who heard of these terms before or even knew what they meant let alone were intentionally living them every day until 2020!?! Hopefully going forward, none of us will spend as much time at home as we have in the past two years. If Life Gives You…

Do You Know Your Worth?

know your worth

What kind of a question is that? I actually hate that question. My first impression is that it is implying my worth as a human being, a valuable person in life (or not), a life worth living, a measure of accomplishments, an implication that whatever your answer is it will rarely be enough. I read…

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….

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…

The Gawk Factor: How to Use it to Your Advantage

gawk factor

New Year’s Resolution Time Now that we are in the month of New Year’s resolutions, we often have changes on our minds. We all have something we know we want or need to improve in our lives. The hardest part can often be getting motivated to make that change, identifying specifically what to change (then…

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…

Helping Our Aging Parents with Their Finances

helping aging parents

Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way, it can feel awkward. But it is helpful to ensure our parents’ well-being, safety from scammers, and comfort level both physically and emotionally. Turning the Tables We’re probably all tired of hearing…

The Morbid Details: End of Life Preferences

The Morbid Details

The Guilt Have you ever gone to an estate sale? As you walk through the home of the previous owner, what thoughts are in your head? What are you feeling? I have found myself having difficulty not feeling like an intruder or feeling guilty or disrespectful, especially in rooms of the home you often don’t…