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Laying Down the Foundation for a Successful Business Transition

What Gen X Women Need to Know to Get Ready For Retirement

Gen X women are now between the ages of 43 and 58, which means retirement is on the not-too-distant horizon for some of them. However, instead of looking forward to this phase of life, many women in this generation dread it. A 2019 study conducted by the Employee Benefit Research Institute found that members of…

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TJX Stock is Just Right for Bargain Hunters

In the 1980s, T.J. Maxx’s slogan urged savvy shoppers to get “the max for the minimum,” emphasizing its low prices on quality products. Investors today can get the best bang for their buck by buying shares of its parent company, TJX Cos.

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What is the Widow’s Penalty?

Early in a relationship with a widowed client, I received a confused phone call from her.  She had received a notice saying that her Medicare premium would be significantly increasing the following year, and she didn’t understand why.  Now that her husband was deceased, she was receiving less in social security and taking fewer withdrawals…

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