Have you ever felt like you’re in a maze regarding retirement planning? I met someone who felt the same way—let’s call him Joe. When we first crossed paths at a workshop I hosted on Social Security and retirement, Joe thought his dream of immediate retirement was just that—a dream. Why? Joe felt tied down by […]

Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such as caretaking responsibilities and lower average savings rates than men. However, with proactive planning, women can make retirement a time of financial security and well-being. Let’s look at women’s obstacles in retirement planning and discuss strategies to help them […]

“Response to the COVID-19 pandemic has upended nearly every working person’s retirement plans. However, women in the workplace may have taken the biggest hit.” Donna McElroy As the COVID-19 pandemic winds down, governments, financial experts, and employees are scrambling to get a handle on the extent of the economic devastation. Job losses, rising inflation, and […]

“Most people do not know that a Health Saving Account can be used after your working time to help offset medical expenses that Medicare does not pay, this can be a huge financial relief during retirement years.”  Donna McElroy Most people have it drilled into their heads that they should always max out their qualified […]