by Allison Pearson | Jun 21, 2018 | Blog, MidLife Finances, Retirement
By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....
by Laura Berger | Jun 18, 2018 | Blog, MidLife Finances
By: Laura BergerI was ‘Structured Laura’ before Glen and I moved to Costa Rica in 2006. I thrived in the corporate environment. So, when we embarked to Central America, I thought to myself, “If I can make it in fast-paced downtown Chicago, paradise will be a...
by Savvy Ladies | Mar 14, 2017 | Blog, Budgeting, MidLife Finances
Is your financial story improving? What is your money story? Have you ever felt stuck? Like no matter what choice you make next, you’ll only end up right back where you started? Maybe you can’t figure out why, no matter how hard you work at improving your financial...
by Carly Newhouse | Jul 13, 2016 | Blog, caregiving, Estate Planning, MidLife Finances, Retirement
by Carly Newhouse, LMSWGrieving is a painful, confusing, scary, and overwhelming time for just about everyone. Whether you are grieving the loss of a parent, spouse, sibling, child, friend, mentor, or a more distant figure, the process of coping with loss is windy and...
by Stacy Francis, CFP®, CDFA | Jan 13, 2010 | Blog, Debt Management, MidLife Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFALeaving the organic produce store yesterday, a flier on the revolving glass door caught my eye. It was entitled “HEALTH CHECKUP: Do You Have the Supplement Basics Covered?” and listed five types of supplements – multivitamins,...
by Stacy Francis, CFP®, CDFA | Jul 23, 2009 | Blog, Marriage, MidLife Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAIt is rare that anyone cries in my office, but it did happen last week. A client reported between sobs that her dad had passed on a while back. Not only was she paralyzed with grief; she had also just learned that she wouldn’t get a dime...
