Financial Planning for Aging Parents: A Labor of Love

Financial Planning for Aging Parents: A Labor of Love

Today, we’re diving into a topic that touches so many lives: Financial Planning for Aging Parents.   I call it a Labor of Love because supporting our parents as they age is not just a financial responsibility—it’s a heartfelt commitment to their well-being.  Let’s...
Embracing the Spirit of the Season

Embracing the Spirit of the Season

There are certain activities, songs, food/drink, and traditions that help me get into the Christmas spirit.  A lot of it is kind of frivolous, like watching the movie Scrooged with Bill Murray or the original How the Grinch Stole Christmas! by Dr. Seuss. My wife loves...
Financial Math for a Better Savings Plan

Financial Math for a Better Savings Plan

I’m pretty sure “normal” people don’t sit around contemplating such things as “financial math” very much, but I believe it’s important! Understanding the differences between thinking about savings in terms of dollars vs a percentage of salary can have a significant...
Financial Steps to Take When a Loved One Passes Away

Financial Steps to Take When a Loved One Passes Away

You may have encountered this before: we think we’re prepared for an event and then realize that we are not fully ready to deal with all of it.  I’m finding this personally true in the passing of my mother-in-law.  I hope to pass along some helpful experience and...