Understanding Your Risk Capacity in Retirement Planning
When Andrea came to me about her retirement plans, she described herself as "very conservative" with investments. At 52, she was hoping to retire at 62 and had been keeping most of her substantial savings in certificates of deposit and money market funds to avoid market volatility.
Retirement Planning for Women: Addressing Unique Challenges and Opportunities
"I'm afraid I'll outlive my money." This concern, expressed by my client Margaret, echoes what I've heard countless times from professional women approaching retirement. It's a valid worry—and one backed by statistics that show women face distinct retirement planning challenges compared to their male counterparts.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
When Should You Take Social Security
The Social Security program allows you to start receiving benefits as soon as you reach age 62.
