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Retirement Planning

Great News: It’s Possible to Successfully Downsize Your Life And Benefit Financially, While Simultaneously Launching a Great, New Lifestyle

By Anne L. Holmes, NABBW’s Boomer in Chief Periodically, as we Boomers age through the various stages of our lives, there come times when we face a major crossroad and we have to make huge, life-altering decisions. These days, instead of those decisions being related to school, work, marriage or the birth of our children or grandchildren, many […]

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Pam Sams to Cover Medicare Questions in NABBW’S Upcoming November Financial Podcast: We’re Sure You’ll Want to Be There

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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Join Us for NABBW’s November 2021 Financial Podcast Featuring Pamela J. Sams, CRPC: Year-End Financial Checklist: Thursday November 18th

I am happy to announce our November 2021 NABBW Financial Podcast featuring Pamela J. Sams, CRPC, MBA, BFA and Trusted Advisor to Professional Women, which takes place this coming Thursday, and YOU are invited.   November’s topic: Year-End Financial Checklist   You will access the presentation  via a Zoom meeting. Nov 18, 2021 07:00 PM Central […]

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Post Covid, People Are Quitting Their Jobs, & New Positions Are Going Begging. Thinking of Joining the Great Work Exodus? Can You Afford It? Call in to Our June Financial Podcast, Featuring Pam Sams, to Find Out

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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August 31st, The 2020 RMD Income Tax Relief Deadline Is Almost Here: Important Facts You Must Be Aware Of

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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Pam Sams On “What’s the Deal with Social Security for Women?”

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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