Unretirement: How You Too Can Take Control Of Your Life

Unretirement: How You Too Can Take Control Of Your Life

This Works For Anyone, Anytime… You Should Try It Now

I made my first international move, from Baltimore, Maryland, to Waterford, Ireland, with the support of my longtime employer who’d given me the marching orders to establish an EU base for that firm.

I did not choose Waterford but the idea of an adventure in the Old World, something I’d daydreamed about since I was a young girl. Waterford and Ireland were happy accidents.

I made my second international move, from Waterford to Paris, again with the support ofthe firm I’d by that time become a partner in. However, this time I chose the destination. My family and I wanted to be in Paris, and my business partner accommodated the agenda. (more…)

Smart Women Tip #15 –  Estate Planning: Planning for the Unexpected

Smart Women Tip #15 – Estate Planning: Planning for the Unexpected

Almost 20 years ago when my mother married my step-father, they came to me for estate and financial planning.  My parents created their own trusts and set-up some assets in joint accounts.  To simplify things, they consolidated all financial assets into a brokerage account with American Express Financial Advisors, and I was their financial planner.

Everything was perfect, right?  Well almost. (more…)

Smart Money Tip #11 Money is Energy – Pay attention to it!

Smart Money Tip #11 Money is Energy – Pay attention to it!

My nail technician, Kahi, is an entrepreneur and an extremely smart money guy. One day, Kahi and I discussed how hard it is for many people to save money, so they end up living paycheck-to-paycheck and having to put expenses on credit cards.

Kahi and his wife love to travel, but they also don’t want to be in debt because of it. I asked Kahi how he can have the best of both worlds – travel with no debt. (more…)

Living, Retiring, And Investing In The Dominican Republic

Living, Retiring, And Investing In The Dominican Republic

I’ve been watching the Dominican Republic for more than a decade, waiting for the time to place it on our short list of the world’s top havens.

At last, I believe this Caribbean nation’s time has come.

With a stable government and a steady economy that grew by 7% in 2015, the Dominican Republic is ripe and ready for expats, retirees, and investors looking for a safe and affordable option in the Caribbean.

What makes the DR so attractive right now? I put it down to these five things:

(more…)

Are You Confident About Retirement?

Are You Confident About Retirement?

My husband and I recently met with our financial planner, John Steves.  He is my fabulous former partner at Ameriprise.  Yes, even though I am a Certified Financial Planner, I still have my own advisor. It keeps my husband and me disciplined.  Besides, I am a ‘big picture’ person, and John is a ‘detail’ person who does the number-crunching and also has his ears and eyes on the market daily.

Having a trusted adviser is one of the very best gifts you can give to yourself.  I can assist you with the big picture, the discovery process, and help you create a game plan. However, you also want someone to run your financial plan, looking at every area of your financial life, including what would happen if you died prematurely or couldn’t do what you do anymore.  Too often I hear of advisers just looking at the investments or just the insurance.  True financial planning includes six areas of your life: (more…)

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