How Boomers Are Reshaping and Redefining "Retirement"
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 [Read more...]
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 [Read 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 [Read more...]
Pat's original dream was to join NASA. Today she is a NASA Solar System Ambassador. "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 [Read 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 [Read more...]
Ready for Retirement?
Don’t forget that planning your retirement is not a weekend project. These books can help you get a good start. Order your copy on Amazon or Barnes & Noble.
