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Straightforward retirement education for women delivered to your inbox weekly. Whether you are divorced, widowed, or simply ready to take control of your financial future, we want to empower you to live your retirement on your terms.
Hi Reader, Social Security rules can look straightforward until survivor benefits, retirement ages, taxes, and your personal history start overlapping. Understanding where these rules came from can help you recognize which details deserve a closer look before you file. "Her 66 and six months was full retirement age for survivor benefits, but she was born in 1959, so full retirement age for her own benefit is 66 and 10 months. So there are two different full retirement ages for some people."...
Hi Reader, What happens when the life you planned no longer fits the person you’ve become? Retirement planning can create space to reconsider where you live, how you work, and what you want your next chapter to look like. "The easier path might have been the house in the suburbs and the 2.2 kids and the cute little doodle dog. But I'm having fun, and I'm having adventures, and the trust and the belief in myself, it's never been stronger." MEG MCKEEN Rethinking Retirement: Building a Life on...
Hi Reader, Life changes, but the beneficiary forms attached to your retirement accounts, insurance policies, and other assets may still reflect decisions you made years ago. "You want to make sure your beneficiary designations reflect your life today, not the life you had when you filled out that form." ERIC BLAKE Beneficiary Designations: 9 Key Questions for Retirement Planning In this episode, I explain why beneficiary reviews should be part of ongoing retirement planning and walk through...