November 16th, 2022
Expert Columns
By Pamela J. Sams. BFA, MBA, CRPC, Trusted Advisor to Professional Women and NABBW’s Retirement Planning Associate. We’re sorry, but due to circumstances beyond our control, we are having to postpone this podcast until next week. Most likely Tuesday November 22, at the same time and location listed below. If you have immediate questions you’d […]
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June 17th, 2021
Events
Written for the NABBW by Anne L. Holmes As I write this, in late June of 2021, the Federal Reserve has just announced that it will keep its benchmark interest rate near zero despite signs the post-COVID economic recovery is well underway. But they have warned that rates won’t stay near rock-bottom forever. Meanwhile, we’ve […]
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November 3rd, 2020
Expert Columns
Provided to the NABBW by Pamela J. Sams, CRPC, BFA, MBA and NABBW’s Retirement Planning Associate Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.1 If you are not receiving Social Security benefits at 65, you may be delaying […]
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October 15th, 2020
Expert Columns
Provided to the NABBW by Pamela J. Sams, CRPC, BFA, MBA, NABBW’s Retirement Planning Associate Run the numbers. There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can certainly vary. So, years before leaving work, sit down (perhaps with the […]
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August 21st, 2020
Expert Columns
Provided by Pamela J. Sams, CRPC©, BFA™ and NABBW’s Retirement Planning Associate Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There are some essential details to […]
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July 30th, 2020
Expert Columns
Provided by Pamela J. Sams, CRPC®️ BFA™️ MBA – NABBW’s Retirement Planning Associate In my position as principal of Jackson Sams Wealth Strategies, in Herndon, Virginia, I often find myself counseling my clients on Social Security. I often find myself explaining that when Social Security was enacted in 1935, it was conceived as an entitlement program. Since, […]
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April 24th, 2020
Expert Columns
Provided by Pamela J. Sams, CRPC®️ BFA™️ – NABBW’s Retirement Readiness Associate When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. Today, the Social Security Administration (SSA) estimates that the average 65-year-old woman will live to age 86½. Given these projections, it […]
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March 23rd, 2020
Expert Columns
Provided by Pamela J. Sams, CRPC, BFA, NABBW’s Retirement Readiness Associate Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial […]
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June 26th, 2019
Expert Columns
Provided by Pamela J. Sams, CRPC, NABBW’s Retirement Planning Associate If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives and could make IRAs a […]
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May 20th, 2019
Expert Columns
Provided by Pamela J. Sams, CRPC, NABBW’s Retirement Planning Associate Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households are helping […]
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