Purposeful Planning with Aspen Wealth Management

As I mentioned yesterday, understanding the scripts that underlie financial choices may help improve decision making and reduce financial stress. In an interesting study, researchers at the University of Kansas examined four factors that encompass a variety of money scripts. Let’s start by going over the first two. If you missed any of our past episodes, you can hear them in your favorite podcast...

Understanding family attitudes towards money may improve financial decisions and reduce financial stress.  People inherit more from their parents and grandparents than big feet, eye color, self-discipline, a passion for sports, or an artistic bent. Most also assume their families’ ideas and attitudes toward money. Money beliefs are often passed down from generation to generation, along with g...

Elder abuse and financial exploitation are all too common. It’s important to take steps to protect both our loved ones and ourselves against this silent epidemic. The best way to safeguard against the issue is to raise awareness among family and friends and stay in touch with potentially vulnerable parties. If you missed any of our past episodes, you can hear them in your favorite podcast app, &nb...

Not everyone develops mental or physical infirmities as they age, but it may be better to plan ahead and have some control over the potential outcome than it is to ignore the problem. The Financial Industry Regulatory Authority recommends investors take several steps to protect themselves. If you missed any of our past episodes, you can hear them in your favorite podcast app,  just click here...

If you’re not sure whether older relatives or friends are safe from abuse, the U.S. Department of Justice has identified signs and symptoms that may indicate a problem. The first step is to stay in touch and ask questions to uncover any issues.  If you missed any of our past episodes, you can hear them in your favorite podcast app,  just click here and choose your player.   Get this...

One of the ugly things hiding beneath the rock of ageism is elder abuse, including financial exploitation. This is why it’s important to stay in touch with the older people in our lives, look out for signs of wrongdoing, and take steps to protect ourselves and our loved ones. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your pla...

One of the ugly things hiding beneath the rock of ageism is elder abuse, including financial exploitation. This is why it’s important to stay in touch with the older people in our lives, look out for signs of wrongdoing, and take steps to protect ourselves and our loved ones. If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your pla...

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children , by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.  Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to...

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children , by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.  Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to...

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children , by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.  Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to...

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children , by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.  Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to...

The book The Financially Intelligent Parent: 8 Steps to Raising Successful, Generous, Responsible Children , by Eileen and Jon Gallo, focuses on the idea that how parents spend money sends messages to their children about their values and priorities.  Looking more carefully at how your children develop their values around money will help you become more aware of the values you communicate to...

As we’ve seen, spam messages are more than a source of irritation; they often arrive in our inboxes with dangers that we need to avoid. Cybercriminals send messages that make fraudulent solicitations or attempt to trick you out of money or steal personal, account, or password data. Nearly half of all emails are spam, many people have fallen victim to spam scams, and hundreds of millions of dollars...

As we discussed yesterday, it’s important to become familiar with the basic steps you can take to protect yourself from phishing scams. The Federal Trade Commission (FTC) offers guidelines on how to be more aware, mindful, and proactive about avoiding spam and the potential dangers that come along with it. Our email and other digital accounts are vulnerable to spam. Make sure you are using securit...

Since it’s not easy to avoid technology, it’s a good idea to become familiar with the basic steps you can take to protect yourself from phishing scams. The Federal Trade Commission (FTC) recommends taking smart steps to be more aware, mindful, and proactive about avoiding spam and the potential dangers that come along with it. Keep in mind that legitimate companies don't ask for sensitive informat...

Spam is the disapproving term we use to refer to annoying, unsolicited email messages, otherwise known as junk mail. But spam email isn’t just a source of irritation; it often comes with dangers that you should avoid. In this series, we’ll discuss topics such as a type of dangerous spam sent by cybercriminals called phishing, the things that make you more vulnerable to spam, and tips to keep you s...

Spam is the disapproving term we use to refer to annoying, unsolicited email messages, otherwise known as junk mail. But spam email isn’t just a source of irritation; it often comes with dangers that you should avoid. In this series, we’ll discuss topics such as a type of dangerous spam sent by cybercriminals called phishing, the things that make you more vulnerable to spam, and tips to keep you s...

Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.  If you missed...

Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.  If you missed...

Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.  If you missed...

Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.  If you missed...

Cybercrime is a serious threat that is on the rise. As we share more and more business and personal information online, criminals find new ways to steal and use that data for illegal purposes and financial gain. In this series, we’re going to cover how cybercrime has become such a major problem, why we’re all so vulnerable to it, and what steps we can take to protect ourselves.  If you missed...

Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death. In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset...

Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death. In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset...

Unless you live off the grid, it’s likely your digital life will outlive you and become a part of your legacy. Your digital assets may have significant financial or personal value for your heirs. Consequently, you should give some thought to how these assets should be managed after your death. In this series, we’ll discuss exactly what a digital asset is, why you need to incorporate digital asset...