October 16, 2023
I appreciate Bridget Sullivan Mermel, CFP® for inviting me on her Chicago Money Show to debunk the myth that getting older is full of misery. We talk about how to prepare for changes that can come with aging to help you live […]
September 15, 2023
When Moneygeek.com reached out for expert advice on how to manage elderly parents’ finances, I was eager to help with this important area of longevity or “long life” financial planning. Here are highlights from the article https://www.moneygeek.com/seniors/resources/managing-elderly-parents-finances/#expert=miriam-whiteley-cfp-rlp-ceft What can families do to […]
August 17, 2023
I volunteer an hour a week to Advisers Give Back, a non-profit organization that connects financial experts with people who want to achieve their financial goals sooner. I work with people to create a smart, personalized plan based on their goals, whether […]
July 25, 2023
Being in the financial industry isn’t always easy. With fluctuating markets and worried clients, it can even be stressful. My life is not unique in this regard—stress is ubiquitous. I like to focus in my weekly newsletters on the difference between distress […]
June 21, 2023
“Chance favors the prepared mind.” ~ Louis Pasteur This is my favorite quote. You never know what you’re preparing yourself for and I love the inspiration that comes from combining hard work with serendipity. Like many people I know, the Covid pandemic […]
May 23, 2023
My favorite finance professor loved this maxim: “If you don’t know where you’re going, any road will get you there.” People come to me for financial advice. I ask them: what is your most pressing financial concern? Very often it’s about that […]
April 18, 2023
Navigating the journey of life—if we are fortunate—takes us to a place called “older” and then “old.” The lyrics of a wonderful Kate Wolf song come to mind, “Baby we are sailing on that rolling sea of time. Sometimes up, sometimes down, but […]
March 15, 2023
When choosing a health plan, it’s important to consider budget, personal preferences, and health needs before making a decision. I encourage you to consider the following issues to make the best decision possible for your needs. I’ve found that my clients benefit […]
February 15, 2023
Many of us place a high value on frugality and simplicity. Byzantine emperor Justinian I said, “Frugality is the mother of all virtues.” English writer Samuel Johnson said, “Without frugality none can be rich, and with it very few would be poor.” […]