Let’s say you’ve recently completed or reviewed your estate planning documents – will, trust (if appropriate), powers of attorney for finances and medical decisions, and advance directives for your care – and updated the designated beneficiaries of your life insurance, retirement accounts, perhaps even your house and car. So many decisions. Toast yourself and the […]
YOUR HEIRS NEED TO KNOW Read More »
“We have realized that we are on the same boat, all of us fragile and disoriented, but at the same time, important and needed, all of us called to row together, each of us in need of comforting the other.” Pope Francis No matter your religious affiliation, or if you have none, there was a
“Here’s to the bridge-builders, the hand-holders, the light-bringers, those extraordinary souls wrapped in ordinary lives who quietly weave threads of humanity into an inhumane world. They are the unsung heroes in a world at war with itself. They are the whisperers of hope that peace is possible. Look for them in this present darkness. Light
WHAT THE WORLD NEEDS NOW IS THE TOUCH OF WOMEN Read More »
According to a February 2022 McKinsey report, “$30 trillion in investable assets will be possessed by baby boomers by 2030, much of it controlled by women. Today, women control a third of total US household investable assets—approximately $12 trillion. Over the next decade, this share will grow. The biggest cause of this shift will be
DO YOU KNOW YOUR HOUSEHOLD NET WORTH? Read More »
At least once a week I receive an email or cell phone message that is a scam and I bet you do, too. Despite television announcements, magazine and newspaper articles, and warnings posted in public places, scams and other fraudulent schemes take a toll – to the tune of about $10 billion in 2023 according
CONSUMERS BEWARE! SCAMS ARE EVERYWHERE! Read More »
Help for those in their early 60’s Are you worried that you may need to work far into the future, or change your lifestyle dramatically in retirement, or both? How do your retirement savings compare to others? The Average For many people, an employer sponsored 401(k) retirement savings plan houses their largest retirement account. Vanguard,
NEED A BOOST TO YOUR RETIREMENT SAVINGS? Read More »
I recently attended a holiday concert that featured a brass instrument group and two choirs – one of middle school and one of high school age students. One of the songs the combined choirs sang brought me to tears. I attended the concert with my partner and my four sisters along with their “pluses”. Music
LOOK FOR THE LIGHT Read More »
Are you retired or is retirement within sight? Congratulations! Now you can do all those things you have dreamed of doing in your leisure years – travel, spend time with family, volunteer, play more golf or pickleball, or try something new. Up to this point, you have probably focused on growing your wealth within comfortable
THE THREE BUCKET INVESTMENT PORTFOLIO Read More »
I am a “mature” woman. Although I am retired, I do not think of myself as old. I exercise several days each week in a well-equipped gym – an hour on the stationary bike at high resistance and 10-15 minutes of rowing strokes. I also walk 4-5 miles at least two times a week. I
MY SCAM STORY: DO AS I SAY, NOT AS I DO! Read More »
If you read financial information on social media or subscribe to publications, you very likely have seen references to direct indexing. What is it and is it something you might consider? First, a quick review of indexing as the term is used in investing. What is indexing? “An index is a method to track the performance of
A DIRECT INDEXING APPROACH TO INVESTING Read More »