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Category: General Financial Planning

Posts covering our approach to financial planning and commentary on the subject from various angles.

Upcoming Webinar: COVID & Women’s Health with Dr. Stacy Batista

October 25, 2020 BY

Join us for a Women, Money and Impact VIRTUAL Luncheon on Friday, November 20th from Noon – 1 pm.

Kathleen will be hosting a virtual lunch and learn session with Stacey Batista, MD, to discuss questions you have on COVID-19, health issues that impact women, and any other questions that you have on your mind.  Here is Stacey’s  Bio.  As a patient advocate, she … Read more

Planning for the Soaring Costs of College During the Pandemic Era

August 24, 2020 BY

Airline tickets and hotels may be cheaper than we can recall in our lifetimes, but one high ticket item that is not on sale is a college education. The good news for parents is that time is on your side. You’ve no doubt heard the advice that the sooner you start saving, the better off you will be, which, of course, is true. But, today, amidst … Read more

The Long-Term Care Dilemma

July 28, 2020 BY

This post is the third of a three-part series on retiree healthcare expenses.

Part 1: Drivers of Retiree Healthcare Expenses
Part 2: Understanding Medicare
Part 3: The Long-term Care Dilemma

 

In this final post of the series, I tackle how you should factor the potential cost of long-term care (LTC) into your overall healthcare expenses.

 

What is long-term care?

 

Long-term care (LTC) typically … Read more

Peeling Back the Onion on the Student Debt Crisis

April 20, 2020 BY

At a total of $1.6T (and counting), student loan debt is the second largest type of consumer debt in the US, behind only mortgage debt. Not only that, but the upward trend on student debt may be even more alarming than the debt itself. In 2010, there was $760B in student debt, which was equal to the amount of credit card debt.  For comparison, credit card … Read more

Meet Business Psychologist, Camille Preston, PhD, PCC

February 20, 2020 BY

As part of our Women, Money and Impact series, we recently hosted a lunch-and-learn with business psychologist Camille Preston, CEO of AIM Leadership.  Our luncheon topic was bandwidth management – how to manage our time, energy, and attention to not only stay abreast of work but also to plan and think strategically. Failing to manage bandwidth impacts everything, especially the ability to effectively prepare, work at … Read more