Category Archives: Financial Planning

How to Talk to Aging Parents About Finances

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 Map

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 achieve their dreams.  In […]

What’s the Point of Planning?

“If you fail to plan, you are planning to fail.” — Benjamin Franklin My family spent a long weekend at Sleeping Bear Dunes National Lakeshore in northwest Michigan, near Traverse City.  It is a National Park with gigantic sand dunes on the shore of Lake Michigan.  They were left behind by the glaciers about 13,000 […]