Financial Security
Your Ultimate Savings Opportunity Starts Now
Finally, 2021 has arrived and I can only hope that it is a far better year for all of us than 2020.
Do You Have a Plan for Your Money from Washington?
In the coming weeks many households will likely be getting some financial help from Washington. A new round of stimulus checks and a supplemental federal unemployment benefit was finalized in late Dec
Top Way to Financially Help Adult Children
I have been hearing from so many of you who are worried about how your adult kids are faring, and will fare, in our current economy. Some of those kids have moved home. Some are struggling to make end
Let’s Talk About Holiday Spending…Right Now
Yes, I know the calendar says it’s only Halloween. But this is the perfect time that you and I have a serious chat about your spending budget for the upcoming holiday season.
Portfolio Advice Many of You Need to Hear
Retirement should be a time to relax and live your life on your terms. But I know for many of you it can be stressful to figure out a strategy for how to invest and how much you can safely withdraw fr
Driving Towards Financial Security
I can learn so much about a household’s commitment to building financial security by asking them about their car.
Step 1 to Make Your Money Last
I hear from so many of you who are at least 50 that you are worried you won’t be able to have a great retirement. And those of you who are retired are anxious if your money will last.
Indulge in Giving Thanks, Not Black Friday Deals
Thanksgiving has become the start of a season of overindulgence for many people. This year, I want you to take a different path.
Yes, There Will be a Recession. Here’s How to Prepare.
It’s been more than a decade since the U.S. economy fell into a recession. That’s a long time ago. But I know for many of you, far from forgotten, as the Great Recession that lasted from late 2007 to
The Difference Between a Will and a Trust
When it comes to protecting your loved ones, having both a will and a trust is essential. The difference between a will and a trust is when they kick into action.
Is Your Financial Optimism Smart?
According to a recent Gallup poll, Americans’ optimism about their finances is near a record high. The poll shows 69% of people surveyed said they expect their financial situation to improve...
The Most Important Personal Account You Must Have
There is new research that says couples that only have a joint bank account are happier than couples that keep some, or all of their money separate.
When a PLUS is a Big Minus: The Biggest Mistake Parents Can Make
We’re heading into that whirlwind time of year when high school seniors receive their college acceptance letters and the decision-making begins.
How to Protect Yourself from the Financial Risk of Turning 50
A new study that looked at the employment and pay patterns for people once they turn 50 should be a wake-up call for anyone approaching or in their 50s. About half of the people in the study suffe
Can You Pass My Financial Strength Test?
A recent Gallup poll found that Americans are the most positive about their financial situation in a long time. Fifty two percent reported that they feel good about their finances. That’s a big jump from the 41 percent who felt the same five years ago.
Suze’s Mortgage Tip #1: Shop Around
It amazes me that so many homebuyers who spent weeks, if not months, hunting around for the best home, don’t shop around as diligently for the best mortgage. According to the Consumer Financial
