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. So, I wrote an article showcasing a woman’s walk down Wall Street. What did it take for women to break into the men’s club? Are women … [Read more...] about A Woman’s Walk Down Wall Street
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. It passed, lock, stock and barrel. Changes in the SECURE Act and required minimum distributions (RMD) were unexpected. For … [Read more...] about The SECURE Act and Required Minimum Distributions: New Law Causing Confusion
Is Social Security Really Different for Women?
Guest Column in RetirementDaily.net Many people ask me this question: Is Social Security really different for women? The answer is surprisingly complex. It requires the asker to have a fair amount of knowledge about Social Security. How was it developed? What's the purpose behind social insurance? And, how are benefits calculated? As you might imagine, not many people … [Read more...] about Is Social Security Really Different for Women?
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 our meetings, she commented that she was really tired. When asked why, she said she was busier now in … [Read more...] about Volunteering in Retirement – One Boomer’s path to non-stop fun after working
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 particularly wonderful year here at Boomer Retirement Briefs. As 2019 comes to an end, I had the good fortune of meeting yet another incredible Baby Boomer who is … [Read more...] about Happy Holidays: An Inspirational Story of Hard Times, Hot Meals, and Hope
