Category: Blog

What’s important and different about being a woman in your fifties heading toward retirement? Assuming that the money you have saved is not augmented by an inheritance (parents needing care can eliminate an inheritance) or some other significant influx, how should you think about your retirement? Three things: Know your values. Know your expenses. Know […]

The markets have declined and so have many portfolios. A client called me and asked which of three options she should take: 1) stay put; 2) sell everything; 3) commit suicide. Fortunately, she meant the third option to be humorous. Here are the guidelines I suggest. 1) If your account statement shows a loss, it […]

I’d like to share with you a perspective on retirement. Entering retirement is like entering you late teens – without the acne. What do the two time periods of our lives have in common? Uncertainty, vulnerability, changing identity. Uncertainty in the years to come When we are in our late teens there are big unknowns: […]