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GPS Device

Financial Planning – Why you need to do it!

In order to get there, you have to know where you’re going! Would you take a road trip without a map or a GPS?  Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers […]

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Sara on Radio (3)

Legal Basics

Listen in as the Lake Norman Money Maven discusses Legal Basics with special guest Lauren T. Millovitsch from the Law Firm of Blanco Tackabery on a recent edition of Financial Strategies for Life. http://www.wsicweb.com/media/audio/preferred/01-15-2013-LegalBasic.mp3 Financial Strategies for Life, where we discuss everything financial, is also on the radio. Tune in every Tuesday morning from 8:00 – 9:00 […]

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Are You a Family Steward?

Years ago I was doing some research on the different types of investors. I came across a type known as The Family Steward. This has always struck me as odd. I thought to myself isn’t everyone a family steward? I guess the answer is no. Who knew? What does it mean to be a family […]

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Wedding Rings

Yours, Mine & Ours: Ten Tips for Talking to Your Partner About Money

This can be one of the most difficult of all unions but it doesn’t have to be. Since I started thinking about writing this blog I seem to keep having a recurring thought…If I had only known. This is true on so many levels that I toyed with the idea of making that the name […]

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Monopoly Money

Raising Financially Savvy Kids

During the 1990s it may have seemed like money grew on trees. We had a robust market where investment portfolios grew significantly and a lot of people used their home equity as a line of credit. In the last 10 years this has changed. Just as it’s important to talk to your aging parents about […]

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Keys

Your Aging Parents and Money

It’s important to create an open and honest dialogue with our aging parents about their financial situation, their desires and their concerns – before it’s too late; before an illness such as dementia makes this impossible. There are a lot of uncertainties when it comes to the aging process. It’s a source of angst for […]

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Family Dinner Table

All in the Family

Why is it that communicating with those we love the most can often be so difficult? Talking with our spouses, our parents and our kids about money can be difficult for any number of reasons. More often than not it evokes unpleasant memories from childhood. Most of us have been taught that it is not […]

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Dollar bill folded into a heart

Six Steps to Maximize Your Charitable Giving

Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]

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