Did you know that only 51 percent of women are confident they are saving enough for retirement vs 68 percent of men? In addition women are more likely to deal… Continue reading “WEBINAR – 5 Money Questions for Women”
Money Archives
WEBINAR – Psychology of Spending
Ever wonder why you buy the things you do? Psychology has a big part to play in what we buy and our spending habits. Whether we struggle with the chemical… Continue reading “WEBINAR – Psychology of Spending”
10 Steps for Financial Success Program Recap
Thank you to Amanda Griffith from the Credit Union of New Jersey for sharing 10 aspects regarding personal finances that are important to ensure a healthy financial future. Finances can be very… Continue reading “10 Steps for Financial Success Program Recap”
Maximizing Social Security Program Recap
Thank you to Larry Metzler from Apogee Financial Services, Inc. for a deep dive into the complexities of Social Security and how that income stream can be incorporated into your… Continue reading “Maximizing Social Security Program Recap”
WEBINAR – Scams and Frauds for Seniors
Seniors are a growing population in the United States and becoming an increasing target for scammers and fraudster at an alarming rate. In fact, according to the FBI, seniors lost… Continue reading “WEBINAR – Scams and Frauds for Seniors”
Estate Planning Bootcamp Program Recap
Thank you to Larry Metzler for providing a nice overview of the many aspects of estate planning. From gifting, to wills and trusts, to taxes, to the general process of… Continue reading “Estate Planning Bootcamp Program Recap”
Vehicles of Financial Planning Program Recap
Thank you to Thomas Dogas from the Association of Financial Educators for highlighting the importance of financial planning and the different types of ways we can help save and plan… Continue reading “Vehicles of Financial Planning Program Recap”
Elder Financial Abuse Tips and Resources
November is National Family Caregivers Month and as we gear up to spend the holidays with our elderly loved ones, it is important to reflect on an issue that is… Continue reading “Elder Financial Abuse Tips and Resources”
Psychology of Spending Program Recap
Written by Andrew DauphineePublished on May 20, 2020 Thank you to Amanda Griffith from the Credit Union of New Jersey for looking at the underlying motivations for why we buy… Continue reading “Psychology of Spending Program Recap”