Retirement planning

Retirement planning

Back in 2007, I would tell clients that retirement is made up of a three-legged stool:  Social Security, Pensions, and Savings.  And if any of these legs broke, it could ruin your retirement.   Then we had the 2008 Banking/Wall Street crisis, and people began losing...
Smart Women Plan for the Expected and the Unexpected

Smart Women Plan for the Expected and the Unexpected

  I have been receiving a lot of calls lately from friends and clients about their financial situations. I realize that I really need to get this message out about planning not only for the expected, but also for the unexpected. Prince’s death got our attention....