How to Talk to Aging Parents About FinancesMay 8, 2015 Emotions of Investing Financial Planning
Women tend to be caregivers … of our children, of our spouses, of our parents. While the timing of the caregiving varies, most of us will be responsible for taking care of others at some point in our lives. This caregiving can be physical, financial, or both.
Achieve Your Dreams with a Financial Road MapMay 8, 2015 Financial Planning
photo by: ErikaWittlieb via Pixabay A friend of mine, Karen Spero, says that, “financial planning is bringing the future back into the present so we can do something about it today.” Karen is retired now. She is also my mentor, and a fellow financial planner who taught me a lot about how to help my clients […]
What’s the Point of Planning?May 8, 2015 Financial Planning
Don’t underestimate the importance of planning!