Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they …

  The Surprising Benefits of Planning Future You   This year I started to really think about and visualize my future me. And because I’m 56 (57 in August), my future will more …

  Hi there, and welcome to the Her Retirement podcast. This is episode 49, part 2 of the True Costs of Retirement. Last week I covered cost mistakes 1-8. This week I’m going …

HR founder Lynn Toomey was recently quoted in a GO Banking Rates article titled, “Women and Financial Independence: A Short History”. Access the article here! If you have questions about Women and Financial …

Most of us, if not all of us women, fear running out of money and becoming a bag lady in retirement. My mother has drilled this fear into my head my entire life. …

Only one-third of adults have a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what …

Determining when, or if, you should convert your investments to a Roth IRA is an individual decision based on factors such as your financial situation, age, tax bracket, current investments, and alternate sources …

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. …

SEPARATING THE SIGNAL FROM THE NOISE What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to …

Hello everyone. This week, I’m talking about women and retirement savings. Planning and saving for retirement may seem like goals far off in the future, yet saving should start early and continue throughout …

Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for …

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over …