Tag Archives: family

· December 27, 2017

Happiness is Always Affordable

As we head into a new year, I am sending my wishes for a year full of happiness, to all of you.I know your life is busy.

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Estate Planning, Must Have Documents · December 20, 2017

Financial Caregiving: How Every Parent Must Help Their Adult Children

More than 90 percent of people who provide caregiving support to a loved one help out with the financial stuff, according to a recent survey.

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Budgeting, Saving · December 13, 2017

How to Keep Your Pet Project From Ruining Your Finances

According to one survey, 68% of households have a pet today, compared to 56%, thirty years ago. I love that you love your pets. But your beloved critters can make a mess of your financial life if you’re not careful.

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· December 7, 2017

Suze Orman to Give Soldiers Free Money Education Course

U.S. Army officials hope to capture the attention of soldiers on financial health issues through a new partnership with money expert and TV personality Suze Orman.

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Student Loans · October 25, 2017

What Parents Get So Wrong About College

Parents, way too many of you are still getting it all wrong when it comes to college. A recent survey by T. Rowe Price reports that 68% of parents think saving for their kids’ college is a more important priority…

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· September 20, 2017

Now is the Time to Get Your Family on Board with a Smart Holiday Plan

If you’re honest, I am confident you would tell me that you wish you could spend less around the holidays. This has nothing to do with being a Scrooge. But you also know from experience, that you end up spending…

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Budgeting · September 13, 2017

A Winning Argument for Why You and Your Honey Need to Come Clean About Money

I recently saw a survey that reported that nearly half of people in a relationship say they argue about money. I was surprised it was not even higher. And money stress is often a major factor in why couples split…

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Student Loans · August 27, 2017

How to Get the Best Bang for Your College Buck

I am a big believer in college education, and an even bigger believer in getting a return on your investment. But I don’t know any financial advisor who can guarantee that a $180,000 investment in a private four-year college (according…

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Annuities, Retirement, Saving · August 16, 2017

What Every Woman Needs to Get Schooled On.

When the American College of Financial Services recently quizzed retirement-aged people on the basics of how to make their money last, just 35 percent of men passed the test. As troubling as that is, only 18 percent of women passed.

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