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Category Archives: Financially Organized

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…

Have you Inventoried your “What Ifs”?

Woman Thinking

What We Worry About Do you ever find yourself asking these important life questions? What if my spouse or I die prematurely? What if one of us becomes disabled during our working years and is unable to work again? What if one of us needs long term care in retirement? Those worries, those nagging thoughts,…

What Does Your Financial Health Depend on?

Financial Health

When articles or discussions center around the question, “do you know your number?”, it is usually referring to your retirement nest egg value. Specifically, how much do you need to have stashed away before you can retire and not have to worry about running out of money? I feel like a politician when I answer,…

The Magic (Pass)words: It’s Not About Knowing, It’s About Doing

passwords blog

Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit 200 (but I have two businesses so hopefully it’s not that many for everyone). I know it’s all for our own safety and security of our personal information, but…

It Happens to All of Us, But Most of Us Don’t Plan For It

couple at laptop

What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. Yet only 40% of us put any documents in place about what we want to happen when we die. I always say this topic is…

How to Guarantee Your Best First Impression

woman shaking hands

When I first started public speaking, part of my training was the constant reminder that you only have 30 seconds to make a positive impression and grab the audience’s attention. That training was about 30 years ago and the timeframe to make a first impression has gotten significantly shorter. I recently read that an interviewer…