We all have expectations throughout life and, as we age, we learn that not all our expectations pan out.
Retirement is no different. Part of this has to do
The definition of “retirement” is changing. Retirement used to be when the company you were employed with for most of your life, gave you a gold watch, a party
It is a tough time to be considering or in retirement. Retirement investors face high and rising inflation, historically low interest rates, and stock market
Most people are aware that the SECURE Act raised the age you must begin taking money out of your IRA from 70-1/2 to 72. These distributions are known as your
Have you ever looked at your peers and wondered why some seemed to be wealthy and others have struggled financially? Do you know how to build wealth?
One of
I don’t remember who coined the phrase “Bunny Market,” one that continues to go up and down, to describe the volatile market we have experienced since the
I read once that falling in love produced the same effect on the brain as a hit of cocaine. I have no personal drug experience but have been in love and know
I am a big believer in self-reflection and striving for a rich, full life. I usually set aside some time in January to identify my intentions and focus
Psychologically, year-end 2021 tax- and estate-planning efforts are being influenced by proposed tax law changes, the lingering pandemic, the threat of
Statistics indicate that most women will be responsible for overseeing their finances at some point in their life.
Regardless of your demographic, there are
I love fall. It is my favorite time of year. I am also not 65 and don’t have to think about Medicare coverage.
Open enrollment in 2021 for plans effective in
The Collaborative Women in Investment Management hosted a fireside chat this month featuring Marilyn Wechter, a psychotherapist and wealth counselor, on the
