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Local Ridesharing: Affordable Independence For Seniors

Watch this video on YouTube For elderly people facing the reality of diminishing capabilities, a service that can help maintain their independence is ridesharing. Ridesharing is hardly news for most Americans, particularly those in urban areas. After all, it has been...

Can You Have Your Investing Cake and Eat It Too?

Watch this video on YouTube “You can’t have your cake and eat it too.” As sensible adults, we understand cognitively the truth of this old adage. If there’s a piece of cake on my plate, and I eat it all today, I won’t have any cake left...

When Parents Can’t Say No: Financial Enabling

Watch this video on YouTube “Pleeeeeze?” Your nine-year-old daughter has spent her allowance but is begging you to buy her a toy she “just has to have.” “I really will pay you back this time. I promise.” Your 30-something son,...

Polarizing Money Beliefs

Watch this video on YouTube “Money is supposed to be spent!” “Money is supposed to be saved!” We may not hear talk-show participants shouting these opposing views at each other with the same level of anger that characterizes some of our...

Financial Stress in Times of Transition

Watch this video on YouTube Stress is what happens when something you care about is at stake. This definition comes from Susan Bradley, CFP, author of Sudden Money and a specialist in the financial aspect of life transitions. The stress around these transitions is a...

The Good Deal Exemption Is No Joke

Watch this video on YouTube In the business of selling financial products, the “good deal exemption” may be one of the most widely used “rules” most people have never heard of. You can’t find it in any rule book or statute. Even Google has...