Feature Story
The CARES Act and retirement accounts: changes in the COVID-19 era
Except for the few who were born around 1918 during the height of the influenza epidemic, we’ve never encountered such a public health crisis as COVID-19. I truly hope you and all your family members are safe and healthy. And, that you are making a successful transition to your “new normal.” From my home office, I can say that my…
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Spotlight
A Woman’s Walk Down Wall Street
Celebrating How Far Women Have Come in the World of Money March is Woman’s History Month. This year, I wanted to recognize the women who paved the path for me and so many other women to work in financial services. …
The SECURE Act and Required Minimum Distributions: New Law Causing Confusion
When it comes to retirement account distributions rules, nothing is easy. And, things just got more complicated. At the end of 2019, the budget bill had a surprise provision in it: The SECURE Act was tacked on at the end. …
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Explore
Guest Column in The Street: Is Social Security Really Different for Women?
I get asked this question frequently: Is Social Security really different for women? The answer is surprisingly complex. It requires a fair amount of knowledge about how Social Security was developed, how social insurance works, and how benefits are calculated. …
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Volunteering in Retirement – One Boomer’s path to non-stop fun after working
“I get bored easily,” Pat declared. Those were her opening words during our recent conversation about her volunteering in retirement. Pat is an incredible woman I met at Altrusa, a women’s volunteer organization that focuses on literacy. At one of…
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Happy Holidays: An Inspirational Story of Hard Times, Hot Meals, and Hope
Happy holidays to one and all! Hard to believe we are once again at the holiday season. Yet, here we are. There is snow on the ground and there’s more than a chill in the air. It has been a…
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Social Security for Women is Getting Some Attention!
Thanks to you, my new book, What’s the Deal with Social Security for Women?, is getting noticed. Turns out, some reporters and podcasters have come calling. They are interested in Social Security for women as a topic they want to…
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What’s the Deal with Social Security for Women?
You’ll have to read my new book to find out! Drum roll, please. I am beyond excited to share some big news with you: my second book was just published! I am thrilled to announce What’s the Deal with Social Security…
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