Category: family dynamics
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You’re Never Too Young (or old) to Have a Bucket List
Start with a Bucket List, Finish with Financial Planning Last summer, my son came home from a sleepover at his grandparents’ house and handed me...
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6 Financial Best Practices for 2019
So, are you ready to get a jump on 2019? Around this time last year, we shared a list of 10 financial best practices for...
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Kelly Stanley: Creating a Fulfilling Career With a Little Luck and a Lot of Planning
As we’ve covered before, most people’s human capital – their career – contributes at least as much to their financial goals as their investments ever...
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Your Guide to Holiday Giving
The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform holiday giving from one of the...
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Have You Learned the ABCs of Educational Investing?
With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good...
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Sending Students to College? Insurance and Other Important Issues
Sending a student away to college is the bridge between childhood and independence. I need to avoid being the cobbler with no shoes, because for...
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Invest in Your Own Financial Literacy
It’s a great tragedy that despite its obvious importance to everyone, our educational system almost totally ignores the field of finance and investments. This is...
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Paying for College: Take a Pragmatic Point of View
Part 3 of College Funding: How do you Finance a Dream? Last time we discussed how to speak with your child about choices you should...
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College Funding Factors: First Are Candid Family Conversations
Last week we talked about how families are seriously overdue for some candid, in-depth conversations about the costs and benefits of higher education. You can...
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Funding College: Have You Talked Through the Monumental Family Decision?
College Funding: How Do You Finance a Dream? Part I: It’s a Family Affair It’s no wonder that planning for their children’s educational aspirations is...
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Love, Marriage and Money: A Triangular Tryst
Ah, spring is in the air, to be swiftly followed by the usual flurry of June weddings. Cake, venue, invites, rings … so many details...
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Valuable Financial Coaching for the Young Adult
By day, I love my job as wealth coach to grown-ups. On weekends and evenings, for over 12 years when my three children were in...
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