Money Talks

Estate Planning

Wills, Probate, Taxes & Estate Planning

Posted on May 1st, 2012

You know the old Mark Twain saying, “There are only two things you can depend on, death and taxes.”  Even more dependable are the death taxes your estate is subject to.  If you haven’t planned for the inevitable, it’s inevitable that your family will lose more than just the pleasure of your company.

Life is complicated... Read More...

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To Retire or Not To Retire?

Posted on April 11th, 2012

The Wall Street Journal had an interesting perspective on the conflict that often occurs between spouses over the “right” time to retire.

Finances are always an issue.  Have we saved... Read More...

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Obamacare – What Does It Really Do?

Posted on March 28th, 2012

There’s a great debate taking place at the highest level of the land – The Supreme Court – as well as on Facebook pages and in homes and offices across America. No one really seems... Read More...

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Savage Truth On Money

Posted on January 4th, 2012

I attended a presentation by Terry Savage last month and was impressed by her common-sense approach to money.  A nationally syndicated personal finance columnist for the Chicago Sun-Times and frequent... Read More...

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Retirement – More than $$$

Posted on November 2nd, 2011

Most retirement checklists start with the financials – your 401K, pension, social security and monies available to sustain you for the next chapter of your life.  Important, even critical –... Read More...

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Plan for Retirement – It’s Snooze and Lose

Posted on August 28th, 2011

Every morning I wake up and decide it’s time to retire! The image of sitting on my deck – in my jammies – with a cup of coffee, reading the paper and communing with nature, is almost... Read More...

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Road Trip?

Posted on July 12th, 2011

If you’re planning a road trip this summer, the price of gas will be a major consideration.  Add the cost of gas, hotels, food, nerve damage, and your time, and it may be cheaper to fly –... Read More...

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East or West? Which is Best?

Posted on July 10th, 2011

East or West?  My friend Betty retires next year and is trying to decide if she should move to California to be near her daughter – or Florida to be near a bunch of her friends.  That’s... Read More...

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Retire with International Flavor

Posted on July 10th, 2011

Thinking of a romantic retirement in a new landscape filled with new adventures to explore?  You may want to investigate life abroad.  Kiplinger.com has just posted the Top 8 Places to Retire Abroad... Read More...

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Staged to Sell

Posted on May 23rd, 2011

Anyone who watches HGTV knows the role of “staging” a home for a faster, higher-priced sale.  Out with the dog’s dish, in with the sculpture.  But what does it cost and is it worth... Read More...