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

What do you think is the worst mistake that you can make at your retirement party? Having one too many glasses of champagne? Nope. Telling blue t-shirt Bob from accounting what you really thought of him all these years? Not even close! Having talked with hundreds of women in the Sixty and Me community, I can tell you that the worst mistake you can make at your retirement party is to tell people you are retiring. Read More

The Cost of Living Adjustment (COLA) for this year is a disappointment, but the COLA is not the only increase in Social Security. There are other changes, but they didn’t get as much media attention as perhaps they should have. Read More