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Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.
I recently joined Purse Strings’ “Money Talks” conversation with co-founders, Dr. Barbara Provost and Maggie Nielsen. We delved into how key life events (retirement, loss of a spouse, divorce, etc.) can dramatically shift not just your lifestyle, but your tax picture and financial safety net. I walked through strategies to proactively manage taxes, safeguard your assets, and stay flexible over time. Check it out here 👇: Planning for Life’s Transitions: Retirement, Tax Strategies, and Wealth...
At the end of a recent meeting, a client shared something that truly stopped me in my tracks.. “We look at our accounts and we look at that new site that you gave us that shows our net worth and everything, and we comfort from that, but we draw the most comfort from the fact that we trust you and you are a game changer for us. We draw great comfort from knowing that we're in good hands.” Hearing words like that is both humbling and inspiring. I often feel a deep sense of responsibility for...
Recently, a prospective client told me she is going through a divorce after 20 years of marriage. What struck me most was when she said, “My husband has had a financial advisor since we’ve been married. I have never talked to him.” Now, facing this transition, she’s left uncertain about her financial future. Unfortunately, this is far from uncommon. She reached out because of our experience walking with women through difficult periods like this. But her story is also a reminder: if your...