Managing Money

The way we conduct business keeps changing and will keep changing. It used to be the golf course was one of the best places to do business outside the office.
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The freedom of retirement doesn’t have to mean the end of making money. Plus, now is the time to cash in on things you actually enjoy doing! Read More

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! Read More

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! Read More

While marketing a product I created, the My Affairs In Order, 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! Read More

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!  Read More

I ran into a former colleague at a party recently. He told me that despite having a prestigious and well-paying job in the private sector, he felt like he needed to move on from his current position because he’s been wearing a “costume” to work for the past two years. Read More

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! Read More

What are your biggest regrets? If you’re in your 60s, you may have regrets about your relationships. Or, perhaps you think that your choice of career was a mistake.

Well, talking with the other women in our community, I can promise you one thing – by the time you reach your 70s, one regret will drown out all others. I’m talking, of course, about how much you saved for retirement. Read More