Money & You: Disinheriting Miley
The holiday season is upon us. While many families will enjoy each other’s company amidst the festivities, there will be some who experience awkward moments or learn surprising facts about a loved one....
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You didn’t expect a divorce: Now what?
At the wedding, who thinks those two little words “I do” might suddenly lead to the four words “I want a divorce”? No one expects to get divorced. But now that you’ve heard (or uttered) those four...
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Five ways to avoid sleepless nights in retirement
The financial headlines can be hazardous to your sleep health in retirement. It is easy to get the jitters and start worrying that you should do something, anything but stay on your current financial...
View ArticleYour retirement spending and income: Two plans are better than one
Retirement plans demonstrate the wisdom of the proverb “two heads are better than one” — a proverb that always brings to mind the music from the classic Sesame Street video. Now, the “two heads” can be...
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Your financial health check up
Your annual physical checkup and health screenings are scheduled. Your dental checkups, and perhaps those for your spouse and children, are on your calendar or smartphone. Yet many people fail to...
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How to have the best financial date night ever
Flowers … chocolate … 401k? Let’s face it — talking money and financial planning with your significant other on a “date” may not be your first choice for spending quality time together. Even in the...
View ArticleIs your money invested where your values are?
If you have ever recycled at home, avoided products made overseas by sweatshop labor, grown your own vegetables, supported gender and racial diversity, or owned a fuel-efficient car, then you may be...
View ArticleIs an amicable divorce possible?
By Christina Ubl Your marriage isn’t working. You respect each other but have drifted apart over the years, for whatever reason. Now you and your spouse have decided to divorce and close this chapter...
View ArticleSurviving family business transition nightmares
There are times when imagining the worst-case scenario helps you prepare most effectively for the best case. The transition of a family or closely held business is one of those times. Harvard Business...
View ArticleWomen struggle to balance student debt, life goals
After the grueling pace of graduate school, obtaining that advanced degree and finding a great professional career path, many women can finally turn their attention to other life choices. One choice...
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