Welcome to My Blog

This is where I will be sharing what I hope will be helpful and encouraging advice, funny stories, and valuable guidance.

Share Your Retirement Story With Me

As traditional pensions decline and other retirement expenses, such as health care, increase, affording retirement has become an even greater challenge.  My work as a financial planner used to be running analysis to best optimize retirement income and improve longevity of assets, even going as far as developing strategies to manage the surplus.  It was […]

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Cure Your Holiday Spending Hangover With These 2 Steps!

Christmas is over.  The hustle and bustle has finally come to an end.   The zillions of parties, events and obligations have finally stopped overcrowding your schedule.  And now the dreaded task of putting all the decorations away is staring you in the face. Not to mention that runs to the mailbox aren’t nearly as exciting […]

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My Thoughts On Our Top 5 Money Concerns

In a recent USA Today article Top 5 money problems Americans face cited that “living for today”, “ensuring a comfortable lifestyle”, “accumulating too much debt”, and “making poor purchasing and investment decisions” topped the list of financial concerns for survey respondents.  I’m not alarmed. Ok yes, I am alarmed. Maybe surprised, is a better word. I’m […]

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Help Your Young Adult Become Financially Independent

If you are like Jeff and I, you may find yourselves occasionally (or maybe a little more than occasionally) concerned with whether or not your kids are making good financial decisions.  Are they paying their bills on time?  Are they using credit wisely?  Do they know how important it is to manage their credit?  Do […]

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Better Grab An Umbrella

On the second day of our Disney trip, Jeff and I were headed to Epcot.  It was looking a bit rainy.  Sure enough my weather app confirmed a steady forecast of rain for the day.  On the shuttle ride over, I told Jeff that I thought we ought to grab an umbrella before we headed […]

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