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Tuesday - January 31, 2023
 

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

January 17th, 2023

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 of our crossroads  experiences begin with the letter “D.” As in “Disease,” “Divorce,” “Death” — and that other one, much less less serious, but still daunting — “Downsizing.” Today,... Read More

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

November 16th, 2022

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 wanted to ask Pam Sams, here is a link to some alternate 2022 Medicare podcasts we’re aware of. (Just click on the hyperlink.)     It’s November and we’re “smack-dab in the middle” of our Annual Medicare... Read More

“How to Retire On Your Own Terms: Tips Especially for Women” Is Our December 2021 NABBW Financial Planning Podcast, Featuring Pamela J. Sams, CRPC, BFA, MBA and Trusted Advisor to Professional Women

December 17th, 2021

Here Are the Details for the Zoom Podcast: Topic: How to Retire On Your Own Terms: Tips for Women Time: Dec 23, 2021 07:00 PM Central Time (US and Canada) It’s EASY To Join the Zoom Meeting https://us06web.zoom.us/j/6912275153?pwd=eHB2K1dNTFJLSUdieW9xdzFZWW5Ndz09 Meeting ID: 691 227 5153 Passcode: 470131  Read More

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

November 14th, 2021

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 Time (US and Canada)   You will need to register in advance for this one-hour meeting:  https://us02web.zoom.us/meeting/register/tZArdu2pqjovHtZBOf0NhnVv2RTGKwda99l9   After registering, you will receive a confirmation email... Read More

Should You Care What the Financial Markets Do Each Day? Focusing on Your Strategy During Turbulent Times.

March 23rd, 2020

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 markets. When stocks slip, for example, some investors grow uneasy. Their impulse is to sell, get out, and get back in later. If they give in to that impulse, they may effectively pay a price. Across the 30 years ended December 31, 2018, the Standard & Poor’s 500 posted... Read More

The SECURE Act and Traditional IRA Changes: What is it? How might it affect retirement strategy?

June 26th, 2019

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 more attractive component of your retirement strategy. However, it also changes the withdrawal rules on inherited “stretch IRAs,” which may impact retirement and estate strategies, nationwide. Let’s dive in and take a closer look.1 Secure Act Consequences.... Read More

Retirement and Adult Children: Supporting family can put a crimp in your strategy

May 20th, 2019

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 their offspring well into their twenties and beyond. However, you may have concerns that your adult children have come to depend on you too much. On the other hand, you may have given more than you planned, to the point where you are dipping into your retirement savings. If that’s... 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

What’s on Your Career “Bucket List”? Don’t Have One Yet? It’s Not Too Late to Start, Even for Baby Boomer Women

September 14th, 2014

By Kathleen Winsor-Games NABBW’s Associate for Women and Work What are some meaningful accomplishments that you would like to check off your career bucket list before you retire? If you don’t have a career bucket list yet, now is the perfect time to set about creating one. Think back to when you started your career. What seemed important then? Are there areas you haven’t explored yet that have always been on your career wish list? Why not engage in some wish fulfillment, and transition into an area of passion and untapped strength in your next chapter? You could begin with a modest... Read More

Staying Current in the Workplace Means We Must Prepare for the Future of Work

August 12th, 2014

By Kathleen Winsor-Games NABBW’s Associate for Women and Work The changing nature of work and the new American workplace have been reported on frequently over the past decade. As women and Baby Boomers, we have moved from the expectation of having one or two jobs during the course of our lifetime to an uncertain landscape that our parents would scarcely recognize. The economic and workplace shifts occurring during the decade have been cataclysmic, and many workers are still numbed by recent shockwaves as they attempt to adapt. For many Baby Boomers, retirement has been postponed and age discrimination... Read More