Feature Story
10 Financial “Pearls of Wisdom” Moms are Sharing with Daughters
Celebrating Women’s History Month with lots of great money advice An exciting thing happened this month—my guest column in Retirement Daily on The Street was the “top story” for a week. I’ve written quite a few articles, but never took the #1 spot. What’s so interesting about this? The topic was “10 Financial Pearls of Wisdom from Mothers to their…
Continue Reading 10 Financial “Pearls of Wisdom” Moms are Sharing with Daughters
Spotlight
Spousal IRAs: Fund Yours this Tax Season
A Glimmer of Retirement Hope for At-Home Moms During the Ongoing COVID Crisis It’s not the most wonderful time of the year for most of us—it’s tax season. Ugh. Time to reckon with your income and how much went to…
How to choose charities to support from a pool of 10 million?
With the holiday season in full swing, many people want to make charitable contributions. Daily reminders from your house of worship or Toys for Tots to TV ads and emails ask for donations. It’s hard to miss the message of…
Continue Reading How to choose charities to support from a pool of 10 million?
Explore
Time to Re-shop for your Medicare Part D Plan
It’s not quite the most wonderful time of the year. But before the holidays roll around, it is the most critical time for everyone on Medicare. That’s because it’s your only time of the year to re-shop for your Medicare…
Continue Reading Time to Re-shop for your Medicare Part D Plan
The 2021 Fearless Retirement Summit & Social Security Checklists
Welcome to the follow up information from The Fearless Retirement Summit – 2021, hosted by Tom Morris of Northwestern Mutual. I hope you had a an excellent experience and learned why it’s so important to retire to something. And, of…
Continue Reading The 2021 Fearless Retirement Summit & Social Security Checklists
How Much Do You Really Know about Social Security?
Social Security benefits are the most important source of cash many people have for retirement. The checks won’t necessarily be your biggest source of income. But it is the very foundation upon which your financial success is built. You can…
Continue Reading How Much Do You Really Know about Social Security?
I just ordered my 60th birthday crown!
What seems like just a moment ago, I woke up to my younger daughter wishing me a happy birthday. She gleefully added, “Gee, Ma, you’re halfway to 100! That’s old!” For all of us math-whiz’s out there, that’s when I…
July is National Ice Cream Month!
Here we are in July already. 2021 is halfway over. And, happily, it’s National Ice Cream Month! I do love ice cream on a hot summer day. And, boy has it been hot out there this summer. And, a funny…
