This week I stood in my mother’s kitchen and she told me that she is worried about her retirement. Her goal is to retire in less than 10 years, and she feels that so much of her ability to have … [Read More...] about Getting Your Retirement Back on Track During and After COVID-19
I have never met anyone who is completely satisfied with their personal finances for one reason or another. It is human nature to want “more” of something, whether it is … [Read more...] about Building Wealth the Right Way
This is a Repost of article published in The Bridge - The Golden Gate University Blog Nicole Middleton is CEO of Strategy Squad Insurance Services and will be a … [Read more...] about Financial Planning Alumnae Will Be Panelist at Women in Leadership Event
Are you thinking of buying a new home? Buying a home, whether its for a primary residence or an investment, is a common, admirable goal, and in most of the “hot” … [Read more...] about Financial Planning for Buying a Home
There’s no denying it. Long-term care will be a major expense during the retirement years for most aging Americans. Medicare will not cover long-term health care … [Read more...] about Planning for Long-Term Care
Ladies, we have so much to celebrate. We’re empowering ourselves more and more each day, taking care of business at work, at home, and in the community. We’re aging … [Read more...] about It’s time to make a choice with how you want to live with your money.
Congratulations! New relationships are a big deal these days. Just talk to your single friends and you will hear stories about how hard it is to find a compatible … [Read more...] about “I’m in a new relationship. How should we manage our finances?”
Medicare Open Enrollment is happening now! This year’s Medicare open enrollment period for seniors started on October 15th and ends on December 7th. Now is the time for … [Read more...] about Simple Ways to Plan for Medicare Open Enrollment
I don’t know about you, but 2016 has felt like quite a blur in hindsight. As I write this, Thanksgiving is around the corner and soon we’ll all be drinking eggnog, and … [Read more...] about It’s Year-End Planning Time!