LGBTQ Boomers: The Force Behind Gay Pride

June is Gay Pride month across the globe.  Most Pride parades and activities happen in June, with some following in July and August.  You can find events in many major cities as well as smaller Pride events in cities and towns of every shape and size. Gay Pride started 1969, the result of a serious […] more

Divorce and Retirement: 5 Financial Pitfalls to Avoid

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. This rocked the boat for many divorced or divorcing individuals.  For those who are dealing with divorce and retirement, it may be helpful to recognize and avoid […] more

Guest Appearance on “The Digital Scoop” Podcast

It’s not every day I’m invited to be on a podcast. In fact, it’s a whole new, exciting world. And, what fun it was! I was Angela Pitter’s guest on her new and very cool podcast, The Digital Scoop (search on Facebook for “The Digital Scoop”). Angela and I met several years ago at our […] more

Boomer Women and Their Money: A Complicated Past

Three women friends sat behind me on a flight to Tampa recently. I was minding my own business, reading Heartland, a book about one woman’s journey to break the cycle of teenage motherhood and poverty here in the land of plenty. Then, I heard the word “retirement” from the row behind me. My ears perked […] more

Early Retirement: Is the 3rd Time Really a Charm?

Ah, retirement. That blissful time of life you work so hard to get to. If you’re really lucky, you’ll be rewarded with an early retirement. At age 53. And, meet the man of your dreams, get married, buy a sailboat, and spend a year living at sea, sailing around the Bahamas and Florida and wonderful, […] more

Boomers and Automation: 10 Financial Tasks to Automate

Did you know that once you pay off your mortgage, you’re responsible for making those pesky property tax payments on your own?  And, once your paycheck stops, the IRS will want you to make estimated tax payments.  They have “quirky quarters” and missing even one of the deadlines spells interest and penalties for you. Keeping […] more

Family Finance Fun—and Annual Tea Party

When our older daughter went off to college, it was a shock to the household. We didn’t think things would be so different because our younger daughter was still home. Just as we were getting used to the “new normal”, the older graduated from college and the younger was a senior in high school with […] more

Boomer Small Business Owners: Is Being Your Own Boss in Your Retirement Dreams?

  There is an unending amount of conflicting data about the age at which we Boomers will retire. One statistic reports, “40% of Americans plan to retire before 60”.  Another states that “the average age to retire is 62 in the US.” Yet another says, “Only 22% plan to retire after 65.” Whether you decide […] more

Social Security COLA for 2019: Sort of Like a Soft Drink

Folks who already claim Social Security retirement benefits heard they would get more in their checks starting in January, 2019. Good news indeed! In fact, the Social Security COLA—cost of living adjustment—was quite large: 2.8%. That is the highest increase since 2011. But in real dollars that will be available for retirees to spend, well, […] more

Social Security Solvency: It Better Be Here to Stay

You may recall last month’s blog post, Social Security Solvency: It’s Here to Stay.  In that post, I shared where you can get the numbers to see how the program is working and what the projections are for its longevity.  This month, I wanted more analysis of Social Security solvency in a way to bring […] more

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