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retirement investments

Why Women Need Social Security

Why Women Need Social Security By Pamela J. Sams, CRPC NABBW’s Retirement Planning for Women Expert Did you know that the first person ever to receive ongoing Social Security benefits was a woman? Ever since Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide […]

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Surprising New Retirement Statistics

Surprising New Retirement Statistics By Jan Cullinane NABBW’s Expert on The New Retirement Here are several fascinating findings from the 2012 EBRI (Employee Benefit Research Institute) survey. This is the 22nd year that the EBRI has published its “Retirement Confidence Survey.” The results demonstrate that what we THINK will happen in retirement and what WILL […]

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For Better, For Worse: Communicating About Retirement

For Better, For Worse: Communicating About Retirement By Pamela J. Sams, CRPC NABBW’s Retirement Planning for Women Expert A recent survey suggests that many couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. The couples surveyed were at least 46 years old with a minimum annual household income […]

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When It Comes to Retirement Planning, Gender Makes a Difference

Do men and women think alike? Most of us agree with the title of John Gray\’s book, Men are from Mars, Women are from Venus. Ameriprise Financial\’s The New Retirement Mindscape City Pulse Index (2011) gives some insight into how the sexes think about various aspects of retirement: Are planning financially for retirement: Women 72%; […]

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What Women Need To Know About Preparing for Retirement

What Women Need To Know About Preparing for Retirement By Pamela J. Sams, CRPC NABBW’s Retirement Planning for Women Expert As women, we have many different roles that we take on throughout our lives. We are daughters, wives, mothers, employees, housekeepers, volunteers and much more. With all of this activity, hustle and bustle, thinking about […]

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Writing Out Your Retirement Goals

Writing Out Your Retirement Goals Before you begin looking for a financial advisor to advise you on retirement investments, it helps to write out a list of retirement goals. The writing exercise forces you to think both concretely and abstractly about what kind of budget you will live on during your retirement. As an example […]

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