Hi Reader, Do you have a plan for the rising costs of extended healthcare as you approach retirement? Many are caught off guard by the financial impact of caregiving, both for themselves and their aging loved ones. Nancy Dykeman has over 45 years of experience in caregiving, nursing home administration, and long-term care insurance advocacy. She has spent the last 20+ years as a national specialist and educator in the long-term care industry and is a former instructor of the CSA designation...
13 days ago • 3 min read
Hi Reader, If you are planning to retire in the very near future, as the final days tick down towards that big day, last-minute decisions can feel overwhelming. You also don't want to leave any final details to chance. If you are planning to retire soon (and as a thank you for being a Simply Retirement Newsletter subscriber), we'd like to offer you our free guide: What Issues Should I Consider Before I Retire? However, if retirement is approaching and you still have BIG questions left to...
20 days ago • 2 min read
Hi Reader, When planning for retirement, one of the most important financial decisions involves Social Security: Should you claim benefits early and invest the payments, or wait until age 70 to receive larger guaranteed payments? While early Social Security payments may seem appealing, delaying benefits has the potential to increase your lifetime income significantly. This choice requires thoughtful consideration, especially for individuals managing their financial future independently. This...
27 days ago • 7 min read
Hi Reader, Retirement planning can be daunting, especially for women who often prioritize others over themselves. How can women balance self-care with financial planning? What strategies can help them thrive in retirement? Taylor Elyse Morrison turned being bad at self-care—and being firmly convinced of every human’s potential—into a career. She’s the founder of Inner Workout and the award-winning author of a book by the same name. Named one of Fortune’s 10 Innovators Shaping the Future of...
about 1 month ago • 2 min read
Hi Reader, We are now in the month of October, which means we are just days away from the next presidential election. As you might expect, it’s a period where we get a lot of questions from friends, relatives, and acquaintances. "What do you think the market is going to do?" “Should I do something different until we get past the election?” And any number of similar questions. Before we dive in, did you catch the most recent podcast episode? "The Essentials of Social Security: An Insider’s...
about 1 month ago • 3 min read
Hi Reader, Are you leaving money on the table with your Social Security benefits? Nolan Russell, a former employee of the Social Security Administration with 25 years of experience, is the author of "The Essentials of Social Security: Insider Insights to Help You Plan with Confidence." His extensive knowledge and insider perspective provide valuable insights into optimizing Social Security benefits. Get Your Social Security Questions Answered by an "Insider"!! Nolan Russell, author of "The...
about 2 months ago • 3 min read
Hi Reader, Retirement is often seen as a time to relax and enjoy life after years of hard work. However, many people, regardless of their background or financial knowledge, face common challenges when planning for retirement. Without the right strategies in place, you might risk financial uncertainty or even outliving your savings. But first, 🎙️ Did you catch the most recent podcast episode? Listen to "Navigating Retirement Planning: Essential Tips for Women with Linda Lingo" as I engage with...
about 2 months ago • 4 min read
Hi Reader, Are you a woman nearing retirement and feeling overwhelmed by financial decisions? Seeking clarity and confidence in your financial future? Linda Lingo is a CPA and financial life coach with over three decades of experience. She specializes in helping women plan for retirement with confidence and financial security through comprehensive financial education and personalized coaching. Linda’s holistic approach, including her VIIP Method (Values, Intentional Money Spending, Investing,...
2 months ago • 2 min read
Hi Reader, For many women, the transition into and through midlife can often feel like a juggling act. Balancing a career, caregiving, health, finances, and everything in between. Not to mention trying to prepare for your own retirement. Elizabeth Sherman is a master-certified life and health coach with over 17 years of experience. She specializes in helping women prioritize their health through a holistic approach that includes stress management, sleep, and nutrition. Elizabeth's "Eight...
3 months ago • 24 min read