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

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

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

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