A gift idea for kids who already have ‘EVERYTHING’! Lynn MacNeil December 23, 2018 3200 Managing Your Money Last week I had clients in my office and the topic of Christmas gifts came up. They were struggling with what to get for their grandchildren, who according to them “have everything!” They...
Does Money Buy Happiness? Lynn MacNeil November 28, 2018 3736 Managing Your Money When people are asked what kind of things they think will make them happy or have a successful life, many answer with things to do with money. A good job, a high salary, a nice house, a b...
We pass on to the next generation what we have learned from the previous generation Lynn MacNeil November 2, 2018 3497 Managing Your Money Recently, I was thinking back to when I was a child and how I often watched my parents fix all sorts of items. Anything from a broken radio to a ripped pair of jeans. They usually took th...
Why Rock the Boat? Lynn MacNeil October 4, 2018 2415 Managing Your Money Why Rock the Boat? I remember an occasion years ago when a lady I had recently met with was facing a very delicate situation. She was about to have a very difficult conversation with her l...
Structure vs Freedom: Understanding what works best for you Lynn MacNeil August 21, 2018 2283 Managing Your Money I got my first credit card at 15 years old, and it wasn’t “Daddy” who was planning to pay the bills (though he did cosign for me to get the card). As he was helping me to fill out the fo...
Redefining Retirement – Creating a Part II Lynn MacNeil July 22, 2018 2483 Managing Your Money I recently congratulated long-time clients on successfully achieving “retirement”. I put retirement in quotations marks because retirement is being redefined these days, as their situati...
Cottage Life – Six tips on how to pass it on successfully Lynn MacNeil July 3, 2018 2189 Managing Your Money After a long, cold winter, summer is finally here! For those of you who escape to the peace and relaxation of cottage life during the summer, your plans are surely in full gear. You can a...
How technology and “Big Brother” are changing the insurance world as well as our lives Lynn MacNeil June 14, 2018 2376 Managing Your Money When I received my last car insurance renewal, I called the company to see if there was anything they could do to reduce my premium. The woman offered the options of installing a device ...
Why financial decisions shouldn’t always be about money Lynn MacNeil April 19, 2018 3928 Managing Your Money I remember early in my career trying to convince a client why keeping so much money in her bank account was a bad idea. When I asked her why she was insistent on leaving such a large bala...
Financial Abuse of Seniors – A Growing Problem Lynn MacNeil March 22, 2018 2963 Managing Your Money The abuse often seems to begin innocently enough with a few small purchases or simple financial requests. The person being abused often won’t even realize that they’re being taken advanta...
