Archive | Health & Wellness RSS feed for this section
cmc group

Mari Shares Money Tips With Claremont McKenna College Students

Thank you again to the Berger Institute at Claremont McKenna College for inviting me to talk to students last Friday about “10 Things Your Parents Never Taught You About Money (that you really need to know before you graduate).“ It’s always a lot of fun to meet with college students and hear what’s on their […]

Read full story Comments { 0 }
older woman in home Photo by CDC on Unsplash

Quote Of The Week: Thinking About Long Term Care Needs

Have you thought about your future long-term care needs? Roughly half of all Americans age 65 and older will need some kind of long-term care services. “As you plan for retirement, one of your primary goals should be ensuring that you’ll have sufficient assets to live comfortably for several more decades. If you or a […]

Read full story Comments { 0 }
woman and doctor shutterstock purchase

4 Ways Women Can Stop COVID From Sidetracking Their Health, Wellness And Financial Plan

As a woman, I know how easy it is to put someone else’s needs ahead of my own. I think many women do it automatically when we have young kids at home, but it’s a pattern that often extends into the empty nest phase and even later years. There’s always an excuse. Maybe we’re too […]

Read full story Comments { 0 }
2020 alzheimers-facts-and-figures-infographic

3 Steps You Can Take For World Alzheimer’s Day

Monday, September 21 is World Alzheimer’s Day. If you’ve had friends or family members who have suffered from Alzheimer’s disease, that makes it a very meaningful day of the year. More than 5 million Americans are living with Alzheimer’s disease, according to the Alzheimer’s Association. Almost two-thirds of those affected are women. It is the […]

Read full story Comments { 0 }
RV seasside vidar-nordli-mathisen-BqNRovgWwDg-unsplash

On The Road Again: 3 Things To Know About RV’ing And The Pandemic

Is the open road calling your name? It is for more than a few of our clients. Anxious to get out of the house, but not so keen on traveling by air or staying in a hotel, more people are giving in to the lure of RV’ing. Some of our clients have been RV aficionados […]

Read full story Comments { 0 }
zoom work from home chris-montgomery-smgTvepind4-unsplash

It’s Not Your Imagination. Pandemic Work Days ARE Getting Longer

Many of us are fortunate enough to be able to continue working remotely during the COVID-19 crisis, far away from the potential perils of the daily commute on public transit or sharing a workplace with others. But there is a downside to working from home. If it feels like the workday is getting longer, it’s […]

Read full story Comments { 0 }
Photo by CDC/Unsplash

Elderly Care in Times of Pandemic

We’re pleased to share with you a guest blog from our colleague Linda Ames Lyon, CFP®, MBA. Linda serves as Associate Advisor with Mercer Advisors in its Washington D.C. branch. She writes about the very personal journey she went through with her husband as they discovered her aging mother-in-law needed a higher level of care. […]

Read full story Comments { 0 }
2020-06 Canva Pandemic Spending

How Has Your Spending Changed During The Pandemic?

Read full story Comments { 0 }
girl working at home purchased shutterstock_1727515204

When Grown Kids Return To The Nest: Practical Parenting During The Pandemic

Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some are bored, many miss seeing their grandkids, and more than a few have their hands full juggling work, childcare, medical concerns, and financial stress. That’s why I consider myself one of the lucky ones. For the last few years I’ve […]

Read full story Comments { 0 }
2020-05 Most Wanted Pandemic List

8 Surprising Products People Most Want To Buy During The Pandemic

Surprise! Here are the 8 most unexpected products that people have wanted to buy during the pandemic.  

Read full story Comments { 2 }