“Retirement is a time when working is optional and retirement is affordable“ Decisions, decisions! I turn 62 this month and will be eligible for early Social Security. I cannot believe it. I’m not alone with this question. Right now, there are 10,000 Baby Boomers turning 62 every single day. It’s important to look at all …
COVID-19 has changed the face of our country dramatically. My firm, Age Wave, in partnership with Edward Jones and the Harris Poll, set out to discover how retirees are faring today, compared to the general population of adults in both the U.S. and Canada. This groundbreaking study, called The Four Pillars of the New Retirement, …
“A smart women doesn’t retire – she simply reinvents!” Katana Abbott What does retirement mean to you? Personally, I think we need a new word for it! According to a new study by Age Wave, “Retirement no longer means the end of work. Approximately 95% of pre-retirees expect to work in some capacity during their …
“The SECURE Act changed the options that are available to designated beneficiaries. But, for those who inherited retirement accounts in 2019, the year 2020 might be a last chance to hang on to the older and more beneficial beneficiary distribution options.” One of the most impactful changes made under the Setting Every Community Up for …
My nail technician, Kahi, is an entrepreneur and an extremely smart money guy. One day, Kahi and I discussed how hard it is for many people to save money, so they end up living paycheck-to-paycheck and having to put expenses on credit cards. Kahi and his wife love to travel, but they also don’t want …
Smart Money Tip #11 Money is Energy – Pay attention to it! Read More »
My husband and I recently met with our financial planner, John Steves. He is my fabulous former partner at Ameriprise. Yes, even though I am a Certified Financial Planner, I still have my own advisor. It keeps my husband and me disciplined. Besides, I am a ‘big picture’ person, and John is a ‘detail’ person …
