Stocks and the Retiree Next Door

54% of the successful retirees who took the recent retiree next-door survey, named stocks as their highest performing asset class but in the same survey, stocks took first place on the list of top 10 financial missteps. As a financial advisor with two major market downturns under my belt, this doesn’t surprise me. The truth […]

5 Money Worries Every Boomer Woman Understands

As a financial adviser, I hear firsthand what boomer women worry about. Of course, all women are not alike: We have unique lifestyles, careers and aspirations. Still, getting older seems to yield surprisingly similar financial worry-lists for us. Here is a list of the top five fears that my clients bring me, and some ideas […]

Simple Truth #5: The Longer You Live the More Money You Will Need

None of us knows how long we will live. But you can be sure that the longer you live the more money you will need – unless – you’re willing to reduce your lifestyle in retirement. According to IRS-issued life expectancy tables, the life expectancy for a 25 year old is 83.2, for a 50 […]