Financial inventory for women 50+

Reporter: Adam Stone

Publication: USA Today


Deadline: May 19, 2017 7:00 pm

For USA Today “Best Years” – A financial inventory for Women Over 50. Retirement is still a decade away, but things are changing. Time to take stock of your stocks and bonds. A financial face lift! Do you need to update your will? Is it time to take a fresh look at retirements plans and investments? What to do about remaining debt? I’d like to produce a list of the points that need to be considered, and tips on how to think it through it all. Also, special considerations for women: Divorced? Gay with a longtime partner? Late to enter the workforce? Other considerations? I’m eager to talk this through with financial planners and investment folks. Also need to chat with women 50+ who have done this kind of assessment for themselves. What did you consider? Why was it is a helpful exercise?

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