We are officially midway through the year! This is a great time to pause and review your financial state. We are in very challenging times with the Covid19 crisis. With the increasing prevalence of scams and fraud, it’s more important than ever for people to be...
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help. As a daily money manager, I have frequent conversations with older clients about...
What a tumultuous world we’re living in. So much is happening and the Covid19 pandemic continues without a real end in sight. But one thing we can count on is taxes. June 15th is usually the deadline to pay 2nd quarter estimated taxes. However, this year the IRS...
My parents worked hard during their careers and did quite well with their finances. They lived below their means and put the excess income into investments that did quite well. That gave them more than 20 years of comfortably enjoying the retirement phase of their...
With the novel coronavirus spreading rapidly across our country, most of us are thinking about how to protect ourselves and our loved ones. Add to this the misinformation readily available on the internet and in social media, and we have a ripe opportunity for...
When we first moved here, my husband and I attended a neighborhood picnic in our newly adopted community here in southern Oregon. While getting to know our neighbors in this semi-rural valley outside of town was great fun, the real highlight – and indeed a truly...
