What do you do if you had two fabulous places that you could retire too? One that has glorious weather and an amazing ocean. The other steeped in rich traditions and not-so-quiet spirits. One where your grown children live. The other where your family history lays. This begs the question: How will you decide where to live in retirement? Meeting Kimberly … [Read more...] about California or New Orleans – How To Decide Where to Live in Retirement?
Become Financially Fearless To Retire Successfully
Helping women engage more in planning for the financial realities of retirement is something near and dear to my heart. And to several other advocates in the financial industry. I was honored to participate in an all-female, live webcast with six other champions for women’s financial wellness. Our topic: Become Financially Fearless! A Woman Leads the … [Read more...] about Become Financially Fearless To Retire Successfully
Thinking about Retirement: Legacy & Latkes
It’s interesting how one small request can take your thinking into a completely new direction. For example, when thinking about retirement you might wander over to money. Or, to what to do with your remaining 30 years. But, most importantly, you might just get thinking about what it will mean to leave a family legacy. Gathering for the holidays Just this holiday season, … [Read more...] about Thinking about Retirement: Legacy & Latkes
Finding a trustworthy financial advisor
Most women would benefit from having a expert financial help with planning for retirement. But, only about one-third of women in the US have a financial planner or advisor. That’s a lot of us going it alone. The value of a financial advisor Overall, financial advisors can help you be a better investor. The right ones also help you get more comfortable … [Read more...] about Finding a trustworthy financial advisor
Retirement Identity: Can You Find Yours at a University Football Game?
Have you given much thought to your next chapter? You know, the one we call retirement? For so many people that I talk to, they are very confident today in who they are. It's because they identify with what they do. But, looking forward, so many hesitate to understand their future. They are caught off guard because they don't know what their retirement … [Read more...] about Retirement Identity: Can You Find Yours at a University Football Game?
