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Category: Retirement Planning

Our approach to planning for retirement and ideas for implementing the plans.

Eight Retirement Planning Mistakes Women Often Make – Part 2

August 27, 2014 BY

On July 9, I posted five of eight of the planning mistakes we often see women make and promised we would be back with more. Here they are:

6. Thinking that you will only spend 70-80% of what you spent during your working years. This has always been a rough benchmark and is derived by taking pre-retirement spend and subtracting out savings for retirement and college … Read more

Eight Retirement Planning Mistakes Women Often Make – Part 1

July 9, 2014 BY

Although we are not a firm that is exclusively focused on women, we are delighted to see that so many women seek us out for our services.  As such, my colleague Karen and I have done quite a bit of work with women and have developed the following list of planning mistakes we often see women make more often than men (yes, we’ll get the men’s … Read more

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