Like many difficult situations with people we love, planning to take over an older relative’s finances is best done in happier times, when both sides are healthy and various options can be considered. Unfortunately, events can sometimes intervene – death, illness or natural... Read More
With the level of consumer debt skyrocketing and the cost of housing, education, and health care increasing at double digit rates, younger generations are facing unprecedented challenges to achieving economic security and financial independence. Therefore, helping our youth to learn effective... Read More
After a divorce or the sudden death of a spouse, single parents have the twin challenges of adjusting to a new life and getting their child adjusted to it as well. The third challenge – getting money issues in order – can be a threat to both.... Read More
Based on two decades of research, Thomas J. Stanley, author of the Millionaire Mind, catagorizes people as either wealth accumulators or hunter gatherers.
The first group is comprised of those he describes as "balance-sheet wealthy." They have become... Read More
“By ‘how much is enough?’ I mean the amount that will allow you to stop driving so hard professionally should you choose to do so. I mean the amount that will allow you to feel safe, the amount that will compensate for risking hard-won relationships, the amount that will affirm your feeling good... Read More
In The Three Boxes of Life: And How to Get Out of Them, author Richard Bolles laments that the task of “getting an education” has traditionally been assigned to our youth. Then, in our adult years, we tend to engage in educational pursuits only as a means to staying competitive in the working... Read More
More than two decades ago, financial planner and author Venita Van Caspel wrote:
“Our educational system continues to send forth our young with so little information about financial matters that they are like time bombs about to destroy their own and their families’ economic futures. We... Read More
Sponsors of the MetLife Foundation/Civic Ventures “Encore Career Survey” estimate that between 5.3 and 8.4 million Americans, between the ages of 44 and 70, have already launched “encore careers”—positions that combine income and personal meaning with social impact.
This study helps to... Read More