Tips

Identity theft

Identity Theft: It’s Easier Than You Think!

With recent data breaches in the news – from Target and Home Depot to Sony, Anthem and government agencies – I decided to attend a talk last week on identity theft. I used to regard this as one of those “not likely to happen to me” things. Not any more. What struck me most in the presentation was the amount of effort needed to relieve people of their money: i.e., not much!

Feel better about money

Ten Tips for Financial Wellbeing

I love lists like this; they almost always include at least one idea worth pursuing. In offering these top ten tips my wish is to help you start the New Year making conscious choices about money and spending in ways that support your values. Money and quality of life are integral to our sense of wellbeing and our outlook for the future. By aligning your values, goals and actions you take steps today to create a more meaningful life and future, regardless of your financial resources. I hope you enjoy our tips for financial wellbeing.

Social Security Administration

Why You Should Login to the Social Security Website

Remember seeing those paper statements from Social Security each year informing you of your estimated benefits? Well you haven’t received them for a while because it was so costly, about $80 million per year, for the Social Security Adminstration. The SSA is now reinstating the deliveries (starting this September), but is sending just one statement …

Why You Should Login to the Social Security Website Read More »

Raining Money

My Top 10 Tips for Financial Well Being

I love lists like this; they almost always include at least one idea worth pursuing. I hope the same will be true for you here. In offering these top ten tips my wish is to help you start the New Year making conscious choices about money and spending in ways that support your values. Money and quality of life are integral to our sense of well-being and our outlook for the future. By aligning your values, goals and actions you take steps today to create a more meaningful life and future, regardless of your financial resources.

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