4 Questions Every Woman Should Ask to Prepare for Retirement

Smiling Women's - Prepare for Retirement

According to the US Census Bureau, 80% of women outlive their male counterparts. This staggering number has been a constant in longevity studies for centuries, yet not much has changed when it comes to women factoring this reality into their retirement planning. Put simply, if women live longer than men, then their assets should too.…

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The State of Other States: Relocating in Retirement

Relocating in retirement plan

I was recently chatting with a friend about the pros and cons of moving to more tax-friendly states upon retirement. She wanted to know which state was the most popular with my relocating clients and what prompted them to move. Now, I’ve been in this business for almost 25 years and I can say for…

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3 Benefits to Working in Retirement

Working in retirement

After the chaos of the pandemic, most of us are eager for normalcy to return to our lives and getting back to the routine of seeing our families, having dinner with friends, traveling, etc. But as many companies return to the office or rollout plans to return soon, some workers are saying “not so much.”…

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Top Retirement Worries and How to Address Them

Top Retirement Worries

Over the past 24 years, I’ve spoken with many people whose retirement worries are crippling. They’re often paralyzed with fear about the what-ifs of retirement: What if I run out of money? What if I need more money for the things that I want to do? What if inflation is out of control?  What if…

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What is the Widow’s Penalty?

widow's penalty

Death is a harsh reality of life. It’s the worst part of my line of work. Unfortunately, since I’ve been doing this for a long time, I’ve had a number of clients who became good friends pass away. It’s awful. It’s hard. And it’s unavoidable. The least we can do is help make that transition…

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7 Common Retirement Questions to Ask

Retired couple consulting with real estate agent

Questions. Retirement is chockful of questions and knowing the right ones to ask is half the battle. Also of importance: knowing where to turn, whom to trust, and when to act (and how). It can be daunting, to say the least. So, what’s a person to do? For starters, don’t go it alone. Start getting…

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