Wednesday - January 22, 2020

Financial Spring Cleaning in 10 Steps

March 22nd, 2019

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Ten Risks to Retirement

February 21st, 2019

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Getting Our Monetary Houses in Order for 2019

January 4th, 2019

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Year-End Financial Must-Do’s for 2018

December 10th, 2018

Our next Teleseminar will be January 3, 2019. Topic will be “Getting Our Financial Houses in Order for the New Year” – Be sure to check back!  Read More

Feeling Lost in the Medicare Maze? Here’s Help!

November 2nd, 2018

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Is Boomer Downsizing Creating the Next Housing Crisis?

September 28th, 2018

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I’m 50+ Does this mean I need Long Term Care Insurance?

July 25th, 2018

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I’m Over 50, Do I Still Need Life Insurance?

June 29th, 2018

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What Women Shouldn’t Retire Without: A practical financial checklist for the future.

May 29th, 2018

Provided by Pamela J. Sams, CRPC, NABBW’s Retirement Planning Associate When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years or longer might be in your future.1,2 Are you prepared for a 20-year retirement? How about a 30- or 40-year retirement? Don’t laugh; it could happen. The SSA projects that about 25% of today’s 65-year-olds will... Read More

Expat Finances Revealed

May 18th, 2018

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