Home

Divorce after 50? – Be Prepared Emotionally and Financially

Recent studies have shown that one in four divorces are being filed by spouses over the age of 50. This shift has become a cause for concern for scholars and financial professionals because they are seeing the impact that it can have on these generations both emotionally and financially.

When nearing or in retirement a divorce can put a significant burden on assets and finances since there is little or no time to recuperate the losses incurred due to a divorce settlement.

Continue Reading

Print Email

Avoiding Financial Scams and Identity Theft Slams

Who Are They?

  • Financial fraudsters are after your assets.
  • Identity thieves steal your personal information (often to then commit financial fraud).

What Do They Want? Your Money and Your Life

  • Social Security Numbers, passports, driver’s licenses, and similar identifying information.
  • Financial account and credit card numbers.
  • Passwords (or insights about you that help them guess at weak ones).
  • Your and family members’ contact information (name, address, phone, e-mail).
  • Your and family members’ birth dates.
  • Details about your life (interests, travel plans, relationships, your alma maters, etc.).

Continue Reading

Print Email

Thinking about Giving?

Your brain might need a little help
The Martyrdom Effect

Human beings admire hard work and in that, we admire physical effort in giving even when less physically arduous efforts may have a greater impact.

Many of us choose to give in ways that require a great deal of physical or emotional energy. We run marathons for cancer research or take part in the 21 day push up challenge for PTSD awareness.

Continue Reading

Print Email

Mind the Gap: Overcoming an Income Gap in Relationships

Navigating relationship challenges when you have accumulated or earn more than your spouse or significant other.

Historically, fiscally unequal relationships have tipped toward the man having or making more than the woman in a relationship. In many cases, this also meant that men had more decision making power in relationships. But a rising trend since the late 20th century has been fiscally unequal relationships where the table is turned.

Continue Reading

Print Email

When it Comes to Decisions, Emotions Lead

Have you ever made a financial decision and felt one way about it at the time but felt differently about it a few days, weeks or months down the road? In a research study published in the Harvard University Annual Review of Psychology, this type of a flip-flop is common and scientifically supported as part of the human condition.

Continue Reading

Print Email

Navigating a Mid-Life Course Correction

Transitions can take on many forms. Taking stock of who you are and what you envision can make all the difference.

Making a shift from one life path to another is both challenging and exciting. While the financial considerations of making a career change, selling a business or pursuing a "life-calling" should not be dismissed, the emotional and psychological implications of such a major life change can often go unnoticed or unaddressed. Understanding both the benefits as well as the drawbacks of a mid-life course correction will only serve to have a positive effect on the experience as a whole.

Continue Reading

Print Email

New Year, New Beginnings

New -seedlingAs we look back on a year filled with surprises (from its opening days onward), it's natural to wonder what to expect in 2017. This is especially so, since most of those surprising events have yet to play out in full – from the political climate in the U.S., to the Brexit referendum in the U.K. to uncertainty in government bond and oil prices around the world.

We are reminded of a favorite quote from The Wall Street Journal personal financial columnist Jason Zweig, who once observed that "Wall Street often resembles a blindfolded person looking in a darkened closet for a pair of black shoes that isn't there."

Continue Reading

Print Email

Envisioning Your Future

Pilot Your LifeSuccess, Well-Being and Prosperity in the coming year

As we embark on a new year, many of us make resolutions in the effort to improve something about our circumstances or lives. Though some resolutions are kept, many of us find that, come March or so, we have modified or altogether done away with the resolution; then, come 2018, rinse and repeat.

Continue Reading

Print Email

Prediction Season

prediction-seasonIn the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by recommended investment strategies and actions that are aimed at trying to avoid the next crisis or missing out on the next "great" opportunity.

Continue Reading

Print Email

Empty Nest? | Organize Your Finances to Pursue New Interests

Robin NestHaving a child is a life changing event. So is having a child leave home. Being mindful of what you are feeling and the impact that it is having on your mood and your day-to-day activities is important during any major transition. Finding positive and healthy ways to manage your time like exercising, taking a class or simply doing something that you love can help improve your mood and allow you to make the transition with greater ease.

Continue Reading

Print Email

For all its promise, instant riches come with a price

Rose Thorn

The New Hampshire Lottery winner is still anonymous and we think that's a good thing.

After the recent lottery win in New Hampshire, there is a buzz of speculation on why the winner hasn't yet come forward to accept his or her winnings. Among the speculation, the most likely scenario is that the winners are trying to find the best way to handle this new reality without exposing themselves to the many negatives that come with winning the lottery.

Continue Reading

Print Email

More Articles ...