Don’t Make These Three IRA Mistakes
I opened my first Individual Retirement Account (IRA) when I was in my twenties. I realize I’m going to date myself, but it was back
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3 Steps to Transform Your Beliefs About Money
Several years ago, I was interviewed by Lorwai Lan, the brilliant radio show host of Your Money and Your Mindset. My topic was It’s Never
Retirement planning
Back in 2007, I would tell clients that retirement is made up of a three-legged stool: Social Security, Pensions, and Savings. And if any of these legs broke, it
Are You Confident About Retirement?
My husband and I recently met with our financial planner, John Steves. He is my fabulous former partner at Ameriprise. Yes, even though I am
THE TIME TO PREPARE FOR CAREGIVING IS NOW!
Rosalyn Carter eloquently stated: “There are only 4 types of people: those who have been caregivers, those who are caregivers, those who receive care, and
Designated Daughter® Caregiving Program
Last week on International Women’s Day, I was honored to facilitated my Designated Daughter® Caregiving Panel Discussion in Columbus, Ohio to a crowd of 150 guests
It’s almost Oscar time!
It’s almost Oscar time! Do you have your favorite movie from this year? What about a favorite Oscar winner from years past? Last week I
Make marriage work and learn your money personality!
I feel so grateful to be married to the man of my dreams for 31 years. Although we’re as strong as ever, it has taken
The Embrace of Aging
Last week, I had the pleasure of interviewing 11-time documentary film maker, Keith Famie, about several of his most recent films: The Embrace of Aging
Celebrate Milestones
Last weekend, I had the pleasure of celebrating a milestone birthday for “The Hat Lady,” Susanne Forbes-Dicker, at the gorgeous home of Pamela Good and
