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. I also need to chat with women 50 and over who have done this kind of assessment for themselves.

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