Underlying Conditions Make Crisis Events Worse

There is no doubt that the COVID-19 global pandemic has been a sudden and unprecedented assault on the health and personal finances of people around …

How to Handle a Furlough: Develop a Plan

Sometimes, just as people are making progress to improve their finances one small step at a time, something happens to set them back. For some people…

Later Life Milestone Ages

Going COVID-19 stir crazy? Got 3 to 5 minutes to do some simple math? I created a worksheet this week for my forthcoming book, Flipping a Switch , to…

COVID-19 Shutdown Week #5: Insights from Webinars

For the past five weeks of social distancing, my life has revolved around six Ws: Walking (10,000+ steps a day), Working (on client financial educa…

Financial Management Activities: Mental Bandwidth vs. Productivity

If the week of March 16 was when America started to shut down en masse, we are now concluding week #4 of holing up at home. It has not been pretty. V…

COVID-19 Pandemic Week #3: Financial Implications

On January 15, 2020, the Dow Jones Industrial Average index crossed 29,000 for the first time. In February, the first American died of COVID-19 and, …