COVID-19 Financial Planning Insights
Every American has been impacted by COVID-19 in some way. On Monday, March 16, America started to shut down en masse. As we complete week 11 of COVID-19 related school, business, and organization closures,...
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COVID19 “Overwhelm”: Strategies to Move Forward
The country locked down 10 weeks ago and, for many people, mental and physical fatigue are palpable. Sheltering in place at home is “getting (real) old” and weeks with a reduced (or no) income...
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More COVID-19 “Flipped Switches”
In late March, I described my new book called, Flipping a Switch, which will be now be out in June due to COVID-19 delays. The book describes 35 “flipped switches (i.e., transitions) that people...
How to Handle a Furlough: Part 2
Two weeks ago, I wrote a postabout furloughs. Since that time, I have researched this topic some more and prepared slides for a webinarabout furloughs sponsored by the Association for Financial Counseling and Planning...
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 the world. As someone who has studied connections between...
Morning Brew
Hey, I highly recommend giving the Morning Brew newsletter a read. It’s an awesome daily email that delivers the top business news in a way that’s informative and entertaining. Best of all, it’s free,...
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 in today’s difficult economic climate, that setback is...
Later Life Milestone Ages
Going COVID-19 stir crazy? Got 3 to 5 minutes to do some simple math? I created a worksheetthis week for my forthcoming book, Flipping a Switch, to help readers think about their financial future...
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 education projects), Watching (television news), Writing (my new book and...
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. Virtually every American...
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, on March 11, COVID-19 was officially declared a pandemic...
Six COVID-19 “Flipped Switches”
For the past seven months, I have been writing a book called Flipping a Switch. The book, which will be out by May, describes 35 “flipped switches (i.e., transitions) that people experience in later...
When Things Seem Out of Control, Control What You Can
Many things in our country now feel “out of control.” Between COVID-19, a now fragile economy and bear market, rising unemployment, closed schools and universities patching together online courses on the fly, companies facing...