Are you worried about having enough to retire, let alone having the lifestyle you want? You are not alone! According to U.S. Census Bureau data, 50% of women and 47% of men between the ages of 55 and 66 have no retirement savings.1 Women over age 65 are more likely to be poor than men, […]
SECURE YOUR FUTURE IN 2023 Read More »
I recently read an article posted by Business Insider entitled, “Gen Z and millennial workers feel confused, irritated, and left out by endless ‘workplace jargon’ in the office, LinkedIn research shows.” Key points are: ”Almost half of Gen Z and Millennial workers say “workplace jargon” is making them feel left out. “A new survey by
ARE YOU LEFT OUT BY WORKPLACE JARGON? Read More »
With turmoil in the financial world – inflation, bank bankruptcies, recession concerns, etc. – you may have reached the point that you want to check in with a professional advisor. If nothing else, it may calm any anxiety about your future. Common questions I hear as I speak to audiences across the nation are: Am
SHOULD I HIRE A FINANCIAL ADVISOR? Read More »
Congratulations! Well done! You have worked hard, accomplished a huge goal, and are about to take the next step in your life journey. That step may include more education, skills training for a particular job, marriage, and parenthood, or something unique to you. Maybe you are going to take a travel year. This new chapter
GRADUATE, ARE YOU READY FOR YOUR FINANCIAL JOURNEY? Read More »
Will you be 60, 61, 62, or 63 in 2025? Are you still employed and contributing to your company retirement plan? Then start planning now for the added contribution you may make starting in 2025. Catch-Up Contributions You may be aware that under current law, employees who reach age 50 are permitted to make catch-up
EXTRA RETIREMENT PLAN CATCH-UPS ARE COMING YOUR WAY Read More »
Is someone in your family currently serving in a branch of the United States Armed Forces? If not, you undoubtedly know someone who is currently serving our country. An inevitable part of military life is moving often. It is well known that military families will relocate every few years, sometimes all the way across the
DO YOU KNOW A MILITARY SPOUSE? Read More »
Don’t think about it, just give me your first reaction when you read, “How do you feel about money?” Feel, is the important word! Do you feel scared, remorseful, angry, sad, or hurt? Or perhaps you feel elated, joyful, proud, appreciative, or giving? At a given point in time, you may have felt each one
HOW DO YOU FEEL ABOUT MONEY? Read More »
A friend recently asked me a question about the title of her property. Her divorce was final, and she was in the process of a review of her assets to change the ownership title and/or beneficiaries as needed. I came across an article that gave clear and concise definitions of the various ways to own
PROPERTY OWNERSHIP Read More »
This is the time of year when we are focused on giving. I put together my holiday gift list over a month ago. It is mostly the same as last year but with a few variations. Of course, my immediate family is always included plus a few “out-laws.” With joy I added my partner and
ARE YOU A GIVER OR A RECEIVER? Read More »
Earlier this week I spoke to a group of retired women about investment strategies in retirement. We talked about the need to review your asset allocation (my blogs The Key to Investing – Know Yourself and Asset Allocation=Investment Chili) and assess investment concentration (my blog Diversification vs Concentration) One of attendees asked me to write
MARKET ANXIETIES AND FEARS Read More »