During the month of June, I took part in a four-week webinar series through Charles Schwab regarding cybersecurity – fraud, data breaches, phishing etc. Not to give AI too much attention here, but it IS front and center with making data hacks and cyber breaches more prevalent and more successful than ever. To protect your… Read on…
I’ll apologize now. This may not be one of my more fun newsletters. This stuff can be kind of boring, unless you enjoy it like I do! My father always told me I should understand my taxes and not just shove them away in a drawer. Of course, today, it would not be a drawer,… Read on…
Last week I met with a client to address her concerns about her credit score having dropped from “very good” to “good”, as noted on her Capital One credit card statement. After we reviewed the details together, she was relieved when I pointed out that it had only dropped one point and that her score was… Read on…
Do you ever get so much “stuff” piled up on your kitchen counter…or desk, or side table or wherever you keep the “papers I may need but don’t have time to address right now” pile…that you just want to take it all and throw it in the trash? Poof! Gone. Out of your mind, off your… Read on…
We’re all aware of the current economic and political climate – the headlines, the rapid-fire government directives, the sense that things are changing. The market is up. The market is down. It’s understandable that you may feel overwhelmed and anxious. I believe that focusing on what we can control is the most powerful antidote to uncertainty. My… Read on…
I was listening to a podcast recently with a functional medicine specialist. Like me, she works primarily with women who are proactively working to improve some area of their overall well-being. One comment she made resonated with me as something I have found in my own practice working with women, and with myself personally when… Read on…
A couple of weeks ago, my youngest said to me, “Mom, do you know there is a website for lost money?” Well, yes, I do. But I told him that does not apply to me. After all, I know exactly where all my money is! I’m sure you’ve heard the commercial on the radio many… Read on…
Most of the long term care policies that I review are the ones issued back in the late 90s-early 2000s, so we’re talking 20-30 year old policies, where the insureds are now in their 80s and 90s. There are some standard items to look for on the first pages of the policy that will help… Read on…
“You do know Sue, if something happens to Mom at this point, there’s no way Dad can stay in the house by himself”. I still remember where I was parked when my sister spoke these words to me. Although our mom’s terminal cancer was “stable” at the time, our dad had entered into early stages… Read on…
Everyone thinks of January 1st as the time to start fresh and change things we want to change, but I see spring as an even more opportune time for this. Here are eight SPRING CLEANING items you can tackle now: Let’s face it, when the sun is shining, the days are longer and the temps… Read on…