Tag Archives: Financial planning

Do You Have “Enjoy Life” on Your Checklist?

enjoy life

Checklists are more powerful than you might think. Research is definitely convincing on the merits of using checklists. They help you focus and accomplish goals, one small task at a time. They train your brain to be more productive which also gives you more time in your day. And they assure fewer “fire drills” in…

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…

What Does Breathing Have to Do with Money?

money and breathing

“Take a deep breath!” That was probably a common phrase that was used when we were younger if we were upset about something. Or we might have been told to “calm down, count to 10” or “walk it off”. Who knew this age-old advice that we all probably heard from our parents, grandparents, or teachers…

Gathering Our Family Around Us

family gathered around table

“Just like we often have our family around us at the dinner table, Thanksgiving and other holidays, or in times of need, we also should think about having a financial family around us too.” Talking around the dinner table as a young girl is where I heard the story of my grandma Helen’s first husband….

Who Gets What When You’re Gone?

older couple computer

The sooner you communicate your wishes, the less stress and potentially broken relationships there will be in the end. When one of my nieces was just a little thing, maybe 4 or 5 years old, she saw a spoon rack on her grandmother’s wall (my mother-in-law). It is one of those wooden shelves that hold…

“To Each His Own”

Financial Power of Attorney

A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have a place for everything. Your pantry is organized the way you like it therefore you don’t really think much about it until you need to go in…

What’s in a Name?

older couple doing paperwork

Be sure yours is correct! Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these days, you can legally change your name if you want. BUT that’s not really the name that we need to make sure we get correct. I…

It’s Your Turn

Happy old couple smiling in a park on a sunny day

Let’s Turn the Tables… Remember as a child how your parents helped you with anything and everything? From the time you got up in the morning, made your bed, ate some breakfast and started the rest of your day, one or both of your parents probably helped you with every task of the morning. These…