Nowadays, our schedules are tighter than ever. Busy professionals are working from home and the kids are in the house more as well. We are watching movies on Netflix and attending meetings, concerts and lectures on Zoom. We are on our screens so much, it’s easy for time to slip away. When we are [...]
Many of us take time at the beginning of the new year to make resolutions. Some revolve around diet and exercise, some around relationships, work-life, and productivity. Others may be financial goals, legal plans, or organizational resolutions. In all cases, it is easy to set the goals but more difficult to stick with them and [...]
Scams have always been prevalent. Unfortunately, we are faced with individuals taking advantage of people and their possessions. We have even written about them before. During our COVID-19 pandemic, scams have been running rampant, especially among older adults. Here is some updated information since our last Scams and Fraud blog. What is a scam? A scam [...]
Treasure in your junk drawers, attic, and basement! How to identify your gold and silver With gold exploding to a record high this summer over $2,000, interest in gold and silver is stronger than ever. But how do you know if your items have value? I’ll share some helpful tips so you can identify if [...]
Experiencing a loss of control is never easy, regardless of what and when. It can be particularly difficult when it is a loved one, likely an aging adult, whose cognitive skills are declining and they can no longer manage their finances in the manner needed. “Research has also shown that even cognitively normal people may [...]
The transition to an empty nest can be difficult and exciting all at the same time. Having kids live at home full time is quite different than when our kids go to college and return home for school breaks and summer vacations. There are many aspects of change in this new chapter of life. The [...]
By now many have filed and even received their tax refunds. Consider using these funds to strengthen your personal financial situation. According to Kiplinger's, the average refund is around $3,000 and takes around 3 weeks to receive after filing. The earlier one files, the quicker the turnaround to receive your refund. While it is tempting [...]
Stay In Touch