Taking a holistic view of your financial plan
Taking a holistic view of your money and how it can be used to enable your goals helps ensure that it is working toward you having the great life you define.
Financial considerations for the college-bound
Financial considerations for the college-bound as seen in The Racine Journal Times | August 3, 2017 If you’re like most families with young adults preparing to launch their college years, you’ve already invested time in selecting the right school, visiting campuses, registering, and picking out housing. By now the final pre-departure festivities have begun and soon it…
Graduating to older life is cause for celebration
Viewing aging as a form of graduating to the next life phase can make it cause for celebration. Read Mike’s column for a cheerful, forward-looking perspective.
Organizing your financial information
You never know when an emergency will happen and other people may need to get access to your financial information and other confidential documents so they can act on your behalf. This is particularly true for financial and/or healthcare powers of attorney you may have assigned to step in in the event you are unable…
Recognizing financial elder abuse
Sadly, financial elder abuse and exploitation happens and often goes unreported. Read more about recognizing potential abusive situations and what you can do to protect yourself or your loved ones.
Speaking to seniors about money and care options
In his book, “How to Say it to Seniors: Closing the Communication Gap with our Elders,” David Solie explores the developmental crisis we experience as older adults. As children, teens, young adults, and mid-life adults we advance our development by experiencing and resolving a series of life-stage crises. It could be easy to believe by…
Whole family conversations lead to clarity
Involving the whole family in conversations about important topics, like the care plan for aging parents, can help families avoid making panic-driven decisions in times of crisis.
How to fill a career a retirement income gap with career value
Mike Haubrich is now a guest blogger on about.com’s MoneyOver55 blog. Read his first post here. How to fill a retirement income gap with career value
Book review: The start-up of you-Adapt to the future, invest in yourself, and transform your career
The Start-Up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career by: Reid Hoffman, Ben Casnocha This is a great book for anyone employed (or looking for employment) who is concerned about the changing landscape of employment. The disruptive creation of our modern economy has mandated we change the way we…
Book Review: Malcolm Gladwell’s “David & Goliath”
I recently took the opportunity to re-read “David and Goliath: Underdogs, Misfits and the Art of Battling Giants” by Malcolm Gladwell. It was compelling the first time reading it and even more so the second.