One of the fun things about traveling is that you meet such interesting people who are doing fun things in retirement. While in Tennessee, I by chance went to one of the trendier restaurants, called etc. The chef is a regional gastronomic guru and she has a loyal following. Her larger restaurant, Etch, is a culinary success, and this newer location was … [Read more...] about “I’m Not Making Dinner…I’m Looking For Polar Bears!”
Headline: Overcoming “Ladies’ Liabilities” in Retirement Planning
Highlighted in a June 2017 edition of Retirement Weekly, a MarketWatch premium newsletter published by Dow Jones & Co, Marcia offers advice to women about getting more involved in their finances. Read the full article on Marcia’s Blog Boomer Retirement Briefs> … [Read more...] about Headline: Overcoming “Ladies’ Liabilities” in Retirement Planning
Headline: Hidden IRA Benefits Most Advisors Miss
Financial Advisors play a key role in helping women understand money. An IRA is a great vehicle to start with. Yet, many hidden IRA benefits often get overlooked. Especially, if an advisor is focusing primarily on tax considerations. Therefore, consider advising women to open IRAs. More women can secure their retirement, save even more, and have an ownership stake in … [Read more...] about Headline: Hidden IRA Benefits Most Advisors Miss
Women Make History for Women’s Retirement Security
It wasn’t all that long ago that women who stayed home to raise their children could not save for retirement. By law. Women's retirement security largely depended on their husbands planning and abilities. Thankfully, that is changing. But, not as quickly as you might think. Initially, IRAs didn't offer women's retirement security IRAs were originally set … [Read more...] about Women Make History for Women’s Retirement Security
April is National “Everything Financial Month”
Have you noticed how every month is a National "something" month, and how every day has become a national “something else” day? Many bring awareness to a topic and breaks through the clutter of too much of everything. Other times, these national <fill in the blank> days are just silly and add humor to a long day. Whatever you think of them, they have become part of the … [Read more...] about April is National “Everything Financial Month”






