How to Talk to Adult Kids About Money and Inheritances
I’ve heard and seen many families make mistakes about inheritances, estate plans, and talking about money. Unfortunately, money is a taboo topic in most families. …
Life Changes
How to Optimize Social Security Survivor Benefits as a Widow
Deciding how to claim Social Security survivor benefits as a widow could be a decision worth hundreds of thousands of dollars. Learning what benefits are …
The Negative Effects of Caregiving
Caregiving can come with positive effects, but it often has negative effects. From the emotional, physical, financial, and relationship effects, caregiving impacts many areas of …
Aging in Place – Costs and Factors to Consider
Aging in place is often the default option people think of when they think about where they want to live as they age. For some …
4 Ways to Help a Widow
Many people are unsure how to help a widow. The loss and grief can be uncomfortable. We aren’t taught what to say or how to …
7 Reasons You Shouldn’t Hire a Financial Advisor
I’m going to share 7 reasons you shouldn’t hire a financial advisor. And, that’s coming from a financial advisor. Learn from my experience as a …
7 Ways to Help a Caregiver
Learn 7 ways you can actually help a caregiver. It goes beyond “let me know if you need anything.” I give you actionable steps and …
What To Do When Your Loved One Dies
When your loved one dies, it can feel like a never ending list of tasks that need to be done. I walk you through what …
Widow Brain: What To Expect After Your Spouse Dies & 9 Ideas to Help
Losing a spouse is a life changing experience and the widow brain that follows can be challenging and frustrating. Let’s talk about what you may …
8 Tips to Help Prevent Elder Financial Exploitation
Trying to prevent elder financial exploitation is difficult. There are many scammers with different methods of exploiting seniors. I talk about 8 tips to help …