Managing Money

At a recent gathering, a client of mine found herself in a familiar social moment. Someone leaned in, smiled, and asked the question many women quietly dread in retirement: “So… what do you do?” She paused. Not because she lacked an answer – but because none of the old…

With the 24/7 news cycle, it’s hard to avoid breaking news headlines and checking your account balance. The truth is, I hear versions of this all the time: “I made the mistake of checking my account after listening to the news…

A woman once said to me, “I’ve spent my whole life being careful with money… and now I don’t know how to stop.” She wasn’t struggling financially. In fact, she had done everything “right” saved consistently, avoided unnecessary debt, and built a stable retirement. But when it came time to use her money, she hesitated. After decades of saving…

Starting in 2025, key provisions of the SECURE Act 2.0 officially take effect, reshaping how many Americans gain access to an employer-sponsored retirement plan. One of the most impactful updates shortens the eligibility timeline for long-term…

Not long ago, a reader shared something that stayed with me. She said, “My home is the most valuable thing I own, but I’m not sure what actually happens to it when I’m gone.” It was not a gloomy conversation. In fact, she was healthy, active, and enjoying retirement…

How much you will need for health costs in retirement will depend on when and where you retire, your health, how you will pay for the costs, and how long you live. According to a study by Fidelity, a typical retired couple aged 65 in 2022 will need…

For many women, retirement isn’t the finish line we once imagined. Instead, it often becomes a moment of reflection, a chance to ask, What’s next? More women today are working after retirement, not because they have to, but because they want to stay engaged, contribute their experience, or create a new sense of purpose.

Cash feels safe. After decades of saving and investing, retirement brings a natural shift. Many people find themselves wanting more stability, fewer surprises, less volatility. And cash – sitting quietly in a bank or money market account – delivers that feeling immediately…

Not long ago, a reader shared something that stayed with me. She told me she wasn’t worried about retirement itself she loved her routine, her home, and the rhythm of her days. What kept her up at night was a quiet question she couldn’t quite answer…

For most of your adult life, the answer to that question was simple. Your money came from a paycheck. You showed up. You worked. You were paid. Taxes were taken out. Benefits were deducted. And what was left landed in your bank account like clockwork. There was a rhythm to it. In retirement, that rhythm changes…