Finance

15 Financial Moves for 2015

Will 2015 be your year? That is the question we all face. We want it to be the year we achieve the goals we set for ourselves and to be able to start 2016 in a strong place financially. But it doesn’t just happen because you want it. You have to do the work and make smart decisions that put you ahead at the end of year.

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Finance

Who Needs Life Insurance? Find Out If You Do.

September is Life Insurance Awareness Month and I want to do my part to help promote this often overlooked need. As a Certified Financial Planner (CFP®), life insurance is a topic I discuss with all my clients. Many would prefer to avoid this discussion, even though we all know death is one of life’s certainties. What isn’t certain, however, is when we will die.

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Finance

5 Smart Financial Moves to Make This Fall

Fall is my favorite time of the year. It’s almost beautiful everywhere, and it’s a little lull before the chaotic (and expensive) holiday season. We look at the pretty fall foliage instead of staring at store racks, trying to find gifts for everyone. It’s also a time where people put away their vacation mementos and become a bit more action-oriented, especially on their finances.

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Finance

Your Long-Term Care Questions Answered

Thank you for sending me your long-term care questions. It is a topic that I have much passion around and unfortunately many people delay having these important conversations with their loved ones, which is a common and avoidable mistake. You want to get in front of the issue and figure out how you or your loved ones will be cared for before you (and they) actually need the assistance.

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A look into long-term care #infographic
Finance

A Look into Long-Term Care Infographic

Long-term care remains a topic that many people avoid or delay creating an action plan for because too many believe (or hope) that they will never need long-term care assistance. The reality is that 75% of people over age 65 will require some form of long-term care assistance in their lifetime.

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Finance

Wanted: Your Questions on Long-Term Care

On Monday, I talked about how long term care affects all of us. It’s a subject that we often ignore and sometimes stick our heads in the sand over. With 7 out of 10 people requiring long-term assistance in their lives, coupled with the fact that we are living longer than ever, it’s not a topic that is going to go away.

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Finance

Understanding Long-Term Care and How to Pay for It

Long Term Care is a very personal issue to me. The only argument I ever remember having with my father was on the topic of long term care. He was a doctor and did not believe he needed it. He would assure me if he did that he would “just take a few pills” and end his misery, which, of course, was an unacceptable answer to his daughter. Four short

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Finance

How to Talk to Your Parents about Their Finances

Death is often a topic we avoid, but one we cannot escape either. The loss of a loved one will always be difficult, but you can help reduce the amount of stress by completing my 7 Steps to Put Your Financial Affairs in Order. This will help make an emotional and chaotic time a little bit easier for your loved ones.

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Finance

How to Get Your Financial Affairs in Order and Protect Your Family When You Are Gone

Last week’s events reminded me how fragile life can be and how quickly it can turn topsy turvy when a loved one dies. As Benjamin Franklin so accurately noted, “In this world nothing can be said to be certain, except death and taxes.” And I can say from both a personal and professional perspective, death still flattens us, whether it comes as a shock or not.

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4 Smart Financial Movers to Make this Summer | www.TheHeavyPurse.com
Finance

4 Smart Financial Moves to Make this Summer

Summer is officially here, and our thoughts naturally turn to vacations, picnics and lazy afternoons at the beach. We want to relax and focus on fun! While I definitely encourage everyone to slow down and make some wonderful summer memories, it’s also a great time to make some smart financial moves.

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Shannon Ryan SHANNON RYAN, CFP®
  • Meet Shannon

    "As a Certified Financial Planner, it is my passion to help individuals and families build a healthy relationship with money. I look forward to helping you raise financially confident kids.” - Shannon Ryan