Are you in good financial health? Here are some red flags that may indicated that you have some work to do.

Personal Finance Red Flags

Do you think your financial health is good shape? Or are you worried about something? It’s ok to feel nervous about finances.  Most people do because they don’t know what there are reading or hearing about. There is a lack of financial literacy among all generations, not just Millennials that keeps everyone on edge about[…]

When setting financial goals, make sure to identify, quantify and prioritize those goals.

How to Set Financial Goals

If you read last week’s post about financial resolutions, then you know that one of the most important ones is to set your goals.  For many, this can be difficult because most of us have multiple financial goals in life.  Some common ones I see are retirement, buying a house and paying down debt. It[…]

Does retirement mean downsizing? It's one of your choices.

Where Are You Going to Live in Retirement?

A lot of this blog is focused on issues that Millennials themselves are facing, but this week I want to share some thoughts for my Boomers. (Millennials, this is a good post to send to your parents if they are nearing retirement). If you are already retired or nearing retirement, the choice of where to[…]

Get started on estate planning now before it's too late.

How to Get Started on Estate Planning

For those Millennials (and Baby Boomers- don’t think you’re off the hook!) who own and home or have a family, estate planning is something you absolutely must do.  I see so many people avoiding it because they don’t want to have those what-if conversations with their partner or they don’t want to pay an attorney.[…]

Check out my top 5 money habits to work on before you turn 30.

Top 5 Money Habits to Learn Before Age 30

For many Millennials, personal finance is a complicated area.  There was never a class in high school, college or even business school that taught everything you need to know about personal finance.  And there are people on TV yelling at you with recommendations for what to buy or sell, but that’s not what it’s really[…]

Student loan debt doesn't have to hold you back from the great things in life.

4 Steps to Conquer Student Loan Debt

As the cartoon illustrates, many Millennials are being held back from achieving their goals because of debt. And don’t think our goals are just buying avocado toast or tickets to Coachella. We have real goals. Big goals like starting our own businesses, buying a home and saving for retirement. But we also have debt. This[…]