I have been working with clients regarding their retirement plans for over 4 decades. Over that period of time, I have come to the realization that retirement planning is not just a number problem to… Read More
5 Retirement Tips to Help Women Take Control of Their Future
A proper retirement plan should contain provisions for the following areas: income, investments, taxes, health care and legacy. 1. Income: Where it comes from and how to optimize it Retirement income usually comes from savings,… Read More
Within 5 Years of Retirement, 5 Tasks to Complete Now
If you are within 5 years of retirement, you are in the “red” zone. Small actions such as reviewing your investments and/or updating your financial plan can have a significant outcome because of how… Read More
7 Must Dos As You Approach Retirement
Do you know what 7 steps you need to take prior to retirement in order to assure yourself of a secure retirement? Saving for retirement can be so much easier to implement than withdrawing… Read More
Retirement Income Spending, Are We Doing It All Wrong?
Typically, when you are planning for your next vacation, you are most likely thinking about where it is you want to visit, how you will get there and once you are there, what activities you… Read More
5 Factors to Consider For a Healthy Retirement
The transition from work to retirement can be challenging The following are 5 factors that can determine how secure and successful your retirement will be so that you can live a healthy retirement. Don’t retire… Read More
Retire with a Purpose and Live a Fulfilled Retirement
Do not retire without a plan for the rest of your life. For many, retirement can be a dream come true. You have ample free time and not much responsibility. No more 9-5 days at… Read More
Learn How to Be More Confident About Your Retirement
Workplace pay between women and men has long been anything but equitable. Women on average earn only 82% of what men earn for similar occupations. Women are also more than 10% more likely to have… Read More
Retirement Income: Using the 3 Bucket Method
What is the best method for providing for your retirement income? When designing your personal retirement income strategy, a one-size-fits-all methodology can be hazardous to your financial well-being. Should you have 50% of your… Read More
A Woman’s Investment Roadmap For Retirement Income
Transitioning from saving your money to spending your money can be challenging. After years of saving for your retirement years, making the change to using your retirement assets to provide a retirement income stream can… Read More