Tag Archives: Financial planning

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….

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…

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…

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…