My Mother-in-Law moved in with us the day she became a widow and lived with us for the next twenty-seven years. At one point, I found myself caring for both an aging parent and growing children while pursuing graduate school and career goals. Perhaps you find yourself juggling a similar…

By Janice Thompson Just when you think it can’t possibly get more complicated enter the Federal Bipartisan Budget Act of 2015. While there has never been — and probably never will be — a one-size fits all solution to Social Security filing, this new bill brings significant change. It will…

By Janice Thompson I am passionate about finances and serving people in this area of their life. Managing financial resources must be in my DNA! Witnessing the consequences of financial neglect compels me to promote wealth health to anyone who will listen. Grasping how people could pay so little attention…

By Janice Thompson Thirty-five years ago I experienced one of the most profound Christmas memories of my life. My husband and I encountered a bewildered young mother consoling her three small children after discovering her husband had just abandoned them. Apparently caring more about “stuff” than his family, he stripped…

By Janice Thompson Doesn’t the sound of sudden wealth sound amazing? Have you ever speculated about a large inheritance or winning the lottery — what you would do with it and how wonderfully generous you would be? Since trillions of dollars are expected to transfer to the next generation, let…

By Janice Thompson “What do you mean we should work longer?” This is a common expression we hear when clients decide they want to move up their retirement date but don’t quite have key foundational pieces in place. Shifting from the accumulation phase (saving for your future goals) to the…

By Janice Thompson In last month’s article, I took you to Investment Street, Anytown USA, and gave you the first five questions to consider before crossing. They were 1) Where do I want to go? 2) How much time do I have? 3) What risk can I tolerate? 4) Are…

By Janice Thompson — Remember that childhood admonition before you cross a street — stop, look, and listen? It is much the same for investing. As you pause, look both ways, and listen for warning sounds, you can then step carefully into that busy street. …

By Janice Thompson — When I mention the word investor, do legends of the investment world like Warren Buffett or John Templeton come to mind? Perhaps you think of a major investment bank or a variety of Hollywood movies where Wall Street personalities dream up clever — and sometimes immoral — ways to grow…