Category Archives: Financial Issues

Future Challenge – So What’s the Plan?

Challenge #26 Everyone has a horror story of an estate (big or small) that wasn’t settled smoothly.  Usually it’s because there was no will (or no updated will), or because the contents of the will came as an unhappy surprise … Continue reading

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Where there’s a Will… Why Everybody Needs a Plan – Part 3

This month, a friend of a friend suddenly lost her husband. In the days that followed, my friend and another buddy circled the wagons and, along with the new widow’s family, offered their support to her. Friends are wonderful at … Continue reading

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Future Challenge – Who Pays the Bills?

Challenge #15 This is a follow up to last week’s question about who we trust with our health if we can’t make those decisions.  For our aging population, there’s something else that may need management, – their finances. Older people … Continue reading

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Future Challenge – A New Kind of Budget

Challenge #11 The way we budget our money and plan for the future necessarily changes over time. When we’re younger, we often take on some debt for education, to buy houses, or to otherwise invest in our long term goals. … Continue reading

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That’s the Way the Money Goes!

All around the mulberry bush, the monkey chased the weasel. The monkey stopped to scratch his nose. Pop! goes the weasel. A penny for a spool of thread, a penny for a needle –  That’s the way the money goes, … Continue reading

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Future Challenge – Are you a Gambler or a Squirrel?

Challenge #9 When we’re young, we think we have all the time in the world to save for our later years. It seems there are always more urgent needs than saving. Besides, there are government programs that provide income and … Continue reading

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