Boomer Retirement Briefs™

How Boomers Are Reshaping and Redefining "Retirement"

For Women

That 401k Isn’t All His: Critical Information for Married Women

That 401(k) isn't all his. Image of couple in front of 401(k) sign

March is National Women’s History Month.  It’s a wonderful time to recognize the women and men who have changed the world to make it better for women. As I think about the advances made for women on the financial front, there are truly remarkable achievements.  [Read more...]

Celebrating 100 Years of Women’s Right to Vote

Image of a vintage woman casting her vote

This August we celebrated 100 years of women’s right to vote.  On August 18, 1920, after 72 years of a sustained, strategic, and sometimes shocking battle, women's suffrage was won.  You know some of their names:  Susan B. Anthony, Elizabeth Cady Stanton, Alice Paul, Sojourner  [Read more...]

A Woman’s Walk Down Wall Street

Women's history month icon

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...]

Divorce and Retirement: 5 Financial Pitfalls to Avoid

Divorce can have a big impact on your retirement finances and plans. Watch out for the pitfalls. Divorce is an emotional, financial, and draining process. Add to the mix that the tax rules for alimony payments changed after almost eight decades as of January 2019.  [Read more...]

Boomer Women and Their Money: A Complicated Past

Here's quite an interesting story that sums up the current state of women and money. It's definitely complicated. Three women who are clearly friends sat behind me on a flight to Tampa recently. I was minding my own business, reading Sarah Smarsh's book, Heartland. It's  [Read more...]