For most of us, money wasn’t a popular topic of conversation when we were growing up – either at home or at school. So, we did the best that we could, learning (sometimes painful) lessons from the “school of life.” Well, the good news is that it is never too late to improve your relationship with money. Today, I want to offer a few tips for doing exactly this. Come join us for a cup of tea (or coffee) and a chat. And, if you enjoy the show, please tell one friend about us today. Your support means so much to me!
I have been dealing with the topic of the transition to retirement for the past 25 years. During this time, I’ve worked with clients considering retirement at many different times in their lives. Some have retired at the “normal” retirement age of 65 while others have retired by age 50 or deferred to age 75 and even 80.
Statistically speaking, we know women expect to outlive their husbands.
Harvard Health reported in 2016 that 57% of those ages 65 and up are female, while 67% of those who reach age 85 are women. The average woman lives five years longer than the average man in the U.S.
When retirement is already a fact, it is too late to talk about saving money. What do you do then? Financial advisor Allan Roth has some practical strategies that he’s going to share with us today. Enjoy the show!
The years before retirement are especially important for making decisions about our spending habits, investments and other financial issues. Where do we begin? Join us in discussion with financial advisor Allan Roth, who will give us some pointers on being wise when creating our retirement plan. Enjoy the show!
While marketing a product I created – the My Affairs In Order flash drive, a convenient way to organize and retain personal and financial information for your loved ones before death – I get asked a lot of questions. The questions that come up more than any others are: What is a trust? And, do I need a trust?
When you get to the period of transition to retirement, things get tricky. Have you saved enough money to retire? Or should you continue working? Financial advisor Allan Roth offers some tips for making the best choices when retirement comes knocking. Enjoy the show!
Money, in our world, is a very important asset. Could money be defined as something other than paper bills and coins? Join us in discussion with financial advisor Allan Roth, who shares great insight on managing our money past the age of 60. Enjoy the show!
As people age, happiness is often based on connections with family and friends. Some of us may not have those ready-made ties and perhaps need to look elsewhere to stay active and engaged. Having a job may be the answer. But I often hear seniors say, “I can’t work. I’ll lose my Social Security.”
The use of beneficiary designations is one issue that is not well understood and can lead to much confusion.
Most people think it is a simple matter of naming a person to receive certain assets by will or trust or naming them as a beneficiary of a retirement plan. I only wish it were that simple!