Archive - 2020

1
5 Free Activities to Explore While Social Distancing
2
Five Things You Might Not Have Known About Life Insurance
3
A Comic Strip Looks at Estate Planning
4
Just Starting Out – Resources to Help With Money Stuff
5
Stay Positive While Adjusting Your Financial Planning

5 Free Activities to Explore While Social Distancing

During the lockdown and required social distancing it’s common to feel cooped up and restless. Finances may be strained, and we may feel the need to lockdown our own spending. During this time, and raising two daughters, it was a great way to become creative with activities that didn’t cost a thing but were a HUGE investment in building relationships. If you don’t have kids, you can still do these with friends or family.

  1. Take an adventure walk. We like to take walks frequently. However, there are times when I will set certain challenges on the walks or learning outcomes
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Five Things You Might Not Have Known About Life Insurance

Disclosure: This article is sponsored by Navy Mutual.

September is Life Insurance Awareness Month, although it is entirely possible that life insurance has been on your mind since the start of the COVID-19 pandemic. The pandemic has focused the attention of many in our country on the need to ensure the financial safety of their family. Ensuring that financial security is even more challenging when the pandemic creates so much uncertainty in the job market, financial markets, and everyday living.

There is an old proverb that tells the two best times to plant a tree. The best time is …

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A Comic Strip Looks at Estate Planning

Articles and lectures inform us while stories speak to us in a way that these more straightforward sources cannot. It is interesting to see financial planning in pop culture because a narrative can get some  people to think and take action when a seminar may not.

Between July 27 and August 1 of this year the Big Nate comic strip by  Lincoln Peirce spent a week looking at estate planning, in comic form. The older daughter read an advice column where she sees that people write in with disputes over their parents’ estates weekly. So, she and her younger brother …

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Just Starting Out – Resources to Help With Money Stuff

 

Photo credit: jb

A recent college graduate approached me recently to ask about saving and investing. He had begun investing using one of the micro-brokerage apps, and had a few questions about getting started with saving and investing.

We briefly talked about saving concepts, including emergency funds, goals for saving activities and whatnot, as well as the concept of diversification. But I knew that the brief amount of time we had available to talk would not be enough to answer all of his questions. In addition, although at one time I was in his very shoes (starting his first …

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Stay Positive While Adjusting Your Financial Planning

This past Sunday (September 13) was National Positive Thinking Day. With all that is happening in the world, it can be difficult to continue to think positive but it is important to do so.

There are a lot of people who are suffering and a lot of people who do not have enough. If you are scraping by but still worried, try to focus on what you do have and how you can use all of your resources efficiently.

Many people reached a point of fatigue with the pandemic long before now. They miss the things they used to do. …

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