Managing Money in Retirement

If you’ve ever thought about asking for help with your finances – maybe trying to roll over your 401k without getting dinged by tax penalties or making sure you’re not taking too much risk with your life savings – you may have found yourself wondering what financial advisors actually do. Read More

You probably know that women have a longer life expectancy than men, but did you know that there are 105 males born for every 100 females to compensate? Women have a longer retirement than men, so start now to plan for it.
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When retirement is already a fact, it is too late to talk about saving money. What do you do then? Financial advisor Allan Roth has some practical strategies that he’s going to share with us today. Enjoy the show! Read More

The years before retirement are especially important for making decisions about our spending habits, investments and other financial issues. Where do we begin? Join us in discussion with financial advisor Allan Roth, who will give us some pointers on being wise when creating our retirement plan. Enjoy the show! Read More

While marketing a product I created, I often get asked these two questions: What is a trust? And, do I need a trust? Read More

When you get to the period of transition to retirement, things get tricky. Have you saved enough money to retire? Or should you continue working? Financial advisor Allan Roth offers some tips for making the best choices when retirement comes knocking. Enjoy the show! Read More

Money, in our world, is a very important asset. Could money be defined as something other than paper bills and coins? Join us in discussion with financial advisor Allan Roth, who shares great insight on managing our money past the age of 60. Enjoy the show!  Read More

The use of beneficiary designations is one issue that is not well understood and can lead to much confusion.

Most people think it is a simple matter of naming a person to receive certain assets by will or trust or naming them as a beneficiary of a retirement plan. I only wish it were that simple! Read More

The Cost of Living Adjustment (COLA) for this year is a disappointment, but the COLA is not the only increase in Social Security. There are other changes, but they didn’t get as much media attention as perhaps they should have. Read More

If you have been following Sixty and Me for a while, you know that we always try to focus on the positive aspects of aging. This is because so many of the things that people consider “challenges” about getting older are actually “opportunities.”

At the same time, there is no denying that some aspects of getting older are simply horrible. For example, nothing can quite prepare you for losing the love of your life. Even if your husband is sick for a long time, it’s hard to imagine life without him… until you are forced to. Read More