I was over at my lawyer’s office this week to modify my will. I remember going many years without having a will. It was very foolish not having one because if you don’t, you have given up... Read more >>

Does the world of investing seem like a mysterious place? You may feel like you’ve dropped down a rabbit hole into a strange land of creatures with names like TIGR, GNMA, and LURMS. Lewis... Read more >>

What’s the gotta-do-it first step on the pathway toward financial freedom? Creating a budget. That may sound intimidating, but forget about poring over piles of statements and receipts.... Read more >>

If you can promise to eat a salad and chicken breast every night for dinner, and stick to it month after month, you can probably keep a budget. But if you get invited to dinner, go to... Read more >>

Every woman has her own idea of financial success, and a unique situation that impacts her plans. Some leave work to care for their children. Others help support their parents. Many... Read more >>

I am always talking with my clients about setting up money dates, which are weekly, prescheduled periods of time to focus on nurturing one’s relationship with money. Ron Lieber, financial... Read more >>

Do you know what you are worth? Is it that important, anyway? Net worth is taking center stage as many financial bloggers publicly track theirs monthly. There is even a website, NetWorthIQ.com,... Read more >>

A common theme in my work with clients entails assessing the current state of their relationship with money—what’s working and what’s not—and identifying ways to improve this... Read more >>

Nothing disrupts a lazy day at the beach like a call from your accountant. My husband and I were in Mexico when our CPA called needing information from a bank statement. The only problem was those... Read more >>

In a new generation of money management, adult children of retired parents are taking on an important role: financial planner. I had one of the biggest financial lessons ever when my parents... Read more >>