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Women & Life Transitions
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The stranger you're planning for
Your plan was built for someone you used to be
Jul 8
2
A number is not a plan
The question most financial advisors never ask
Jul 1
1
What you bring into the meeting
Most planning conversations start with the portfolio. Yours probably shouldn’t.
Jun 24
1
The portfolio you’re not managing
Why your second retirement portfolio matters more than your first
Jun 10
2
Start Here
A guide to the best articles in the archive, organized by topic
Apr 10
What your pilot knows about communication
A simple analogy for what good advisors actually do
Apr 8
3
What widows need to know about Social Security
Survivor benefits, timing, and what not to do
Apr 1
1
The lifeboat drill
The exercise that protects everyone you love
Mar 25
5
Spend your time before you spend your money
Because money without time is almost worthless
Mar 11
3
Our scars and the stories they tell
The invisible marks that shape how we think about life (and money)
Feb 11
2
2
1
Our tips for women to retire with less worry and more confidence
Retirement is a beautiful season, but it’s also ripe with change, which can lead to worry and anxiety.
Dec 31, 2022
•
Russ Thornton
3 biggest retirement threats for women
Retirement presents a major conundrum for American women.
Dec 19, 2022
•
Russ Thornton
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