Saturday - January 16, 2021

Getting Our Monetary Houses in Order for 2019

January 4th, 2019

 Read More

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

 Read More

Is Boomer Downsizing Creating the Next Housing Crisis?

September 28th, 2018

 Read More

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

July 25th, 2018

 Read More

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

June 29th, 2018

 Read More

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

 Read More

Six Things Women Need to Know About Social Security

March 29th, 2018

 Read More

Solving the Love, Money & Marriage Equation: 10 Ways to Handle Money in Your Relationship

February 16th, 2018

 Read More