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 … [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?
Retirement is about endless possibilities: “I feel there is something else I should be doing.”
The drive from Connecticut to Madison, Wisconsin and back is about 2,400 miles, round trip. With stops along the way, and an overnight in Toledo, Ohio, we’re talking about 40 hours of togetherness in a car. On such a road trip, it's impossible to think about retirement and the opportunity for endless possibilities. Why drive when you can fly? My sister, Shelly, and I … [Read more...] about Retirement is about endless possibilities: “I feel there is something else I should be doing.”








