I work with women near or at retirement who are making financial decisions independently. I manage your investments and help you make decisions about retirement income, Social Security, and how much you can comfortably spend.
Questions that come up
If you're managing your finances on your own, you may be thinking about the questions in these videos. These are based on conversations I've had with women about retirement, Social Security, spending, and family decisions.
When Two Social Security Checks Become One
I'm not married. Should I leave money to my kids after I'm gone?
Social Security Retirement Benefits After Divorce
"Ten years into retirement, she ran out of money."
"I recently re-married....who should be my Power of Attorney?"
Have a Question?
If something in these videos sounds familiar, I'd welcome a conversation. You can text or call me directly at 513-434-1930, or use the form below. You'll be talking with me.
