The final months of the year are the perfect time to review your finances and take action before December 31st. New tax laws bring both opportunities and risks, making this years planning even more

Deciding when to start Social Security is more than a math equation. Its about balancing life expectancy, risk tolerance, and long-term income needs. In this episode, I explore the trade-offs of clai

Roth IRAs can feel confusingbut when you understand how they work, they can become one of the most powerful tools in your retirement plan. In this episode, youll discover how Roth IRAs may give you

Exiting a business is more than just a financial transaction. Its a life transition that can affect family, legacy, and the future you envision. In this episode, I sit down with Renita Wolf, MBA, fou

Retirement rarely unfolds exactly as planned, especially when unexpected life changes occur. In this episode, I share a real listeners story involving Social Security, divorce, and the possibility of

Too often, retirement planning focuses only on documents, but what happens when you dont have the right people to rely on? In this episode, I sit down with elder law attorney and founder of Solo Alli

The first year after losing a spouse brings overwhelming emotions alongside important decisions. Knowing what needs immediate attention versus what can wait can make the difference between added stres

In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse. I walk through the legal, financial, and everyday matter

Grieving the loss of a spouse is devastating. During that fog, theres still paperwork, decisions, and urgent tasks demanding attention. In this episode, we open up a three-part series called Life Af

Losing a spouse is heartbreaking, but it can also trigger financial challenges that many women arent prepared for. The Widows Penalty is real, and it can have long-term consequences on income, taxe