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Month: May 2015

Money Realities for New Adults: Toothpaste and Toilet Paper

Watch this video on YouTube The daughter of one of my clients left home right after high school graduation for a full-time job and part-time college classes. As she was settling into her first apartment, she told her mother, “I never thought I’d be the...

Listening Workshop With Dr. Ted Klontz

A few spots are still open in the “Exquisite Listening” workshop to be presented by Dr. Ted Klontz in July. The workshop will be held Thursday through Saturday, July 16, 17, and 18, at the K Bar S Lodge near Keystone, a beautiful and comfortable site in...

Is Your Financial Planner Seen As Family?

Watch this video on YouTube Your financial planner may know more about you than your doctor does. When significant life events—engagements, pregnancies, career successes and setbacks, or serious illnesses—affect your family, the planner is often one of the first...

DIY Prenup a Tool for Engaged Couples

Watch this video on YouTube Here’s a quick quiz on money and marriage. Which of the following engaged couples needs a prenuptial agreement about finances? A.  He’s a wealthy celebrity with several previous marriages; she’s decades younger with...

Consumer Complaint? State Office Has Your Back

Watch this video on YouTube You pay a contractor to fix a drainage problem in your yard, only to discover with the next rain that you have a swimming pool in your basement. You keep getting phone calls from a collection agency about a debt you paid off three years...