Crossing the Line in the Sand
Usually I talk about my clients and some of the problems that they face. It can be dating online, making sure that someone doesn’t snatch your purse or wallet, or the latest scammer that is out to steal every dime we have. So, I thought how about I talk about me? ...
Some Look For Sun, Others See Shadows
I am constantly amazed when I speak with clients, both men and women who have suffered losses that are life changing. Many have shown a resilience and tenacity that go beyond the written word. What motivates them to get out of bed, go to a grocery store, and just do a...
Getting Older Doesn’t Mean We Can’t Handle the Basics
Getting older does not mean we cannot handle the basics. We don’t need help. We don’t need our kids to come with us; we don’t need a friend to come with us. We’ve done these tasks all our lives and we still can. Just prepare by thinking about what you need and writing it down.
The 10 Year Old Who Could…And Did!
After a meeting with a client last week, my client asked, “You really are passionate about this—how did you get started?” I thought for a moment and responded that I was 10 years old when I knew what I wanted to do. I lived in a town of about 70,000 people in upstate...
A Phone Call I Missed
I’m reaching an age where “my people” are leaving. In most situations, saying good byes are not possible. We are not near them all the time; maybe it’s been a while since we’ve seen them……or maybe life has just gotten in the way and we forget……but you know, that does not make me feel better. I missed the phone call and it’s bothering me.
To Retire or Not Retire……Is That a Question?
Over the past two weeks, I spoke to two clients who have become friends. I remember several months ago, talking to them about their upcoming retirement, their goals in retirement and their joy at looking forward to that date.
Power of Attorney Documents: Do We Ever Read It Read Them Before We Sign?
How many times are we asked to sign things, and then just go ahead and sign? We go to restaurants and sign credit card receipts, but do we really review the bill? Do we read the fine print in a sales contract? We sign things all day and most of the time, we are...
Where Karma Meets Capitalism
Many of my readers can remember the 70’s, while some of my new readers were not even born, so let me “draw you a picture” of a time and place we had hoped we were done with……the gas lines that snaked around gas stations for blocks. You could not fill up your car,...
Victim of Elder Fraud?
I recently received a frantic call from a distraught family member saying that her mother has been scammed out of thousands of dollars.