Boomer Retirement Briefs™

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.  It passed, lock, stock and barrel.  Changes in the SECURE Act and required minimum distributions […] more

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.  As you might imagine, not many people are all that interested. So, I tend to […] more

“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 our meetings, she commented that she was really tired.  When asked why, she said she […] more

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 particularly wonderful year here at Boomer Retirement Briefs.  As 2019 comes to an end, I […] more