We are all worrying about prices and the cost of energy, aren’t we? We wonder how we will cope this winter. I feel for young families in 2022. But it has made me think what life was like. I grew up in the 1950s when…

The concept of an “encore career” is spearheaded by the US non-profit called Encore.org. If you come to this article wondering what on earth I am talking about…

Inflation is a significant concern for retirees worried about the rising costs of necessities. According to a recent Global Atlantic Financial Group survey, 61% of retirees who invest assume that with low-interest rates and rising inflation…

Women over 60 are no strangers to hard work. Most of us have worked all our lives, whether it’s at a full-time job or caring for children or for aging parents. But as we approach retirement age, many older women are starting to think about…

Women who work longer than men continue to experience the gender wage gap when they retire. According to government statistics, women make 83 cents for every dollar men earn. The annual difference in median wages grows to $10,435 as a result…

What better time to complete this topic series than October, National Estate Planning Awareness Month!?! Based on your feedback and sharing from Part 1, this blog shares stories, tips and encouragement for those who have experienced inheriting a mess…

While we all have perspectives and beliefs and emotions tied up in our thoughts about money, bottom line (pun intended) is, money is just energy. It isn’t positive or negative, it isn’t good or bad, honorable or evil. It’s just energy…

With today’s complex tax rules, taxes in retirement can be a nightmare. Retirement accounts come with many tax traps that even the most careful investors may fail to see. Therefore, it shouldn’t be a shock that some retirees might be paying more taxes…

Women in their 60s are increasingly questioning if it makes sense to continue working. For a variety of reasons, including an increased focus on what’s most important in life, work is sliding down the list of priorities. With the help from stock…

Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what your bank or retirement account custodian would require if your financial power of attorney agent needed to transact…