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4-step makeover for the financial frumps and frizzies

Does your financial plan look a lot like Cinderella before she met her fairy godmother. Frumpy, frizzy, washed out, washed up, and dressed in rags. If that about sums it up, you just might need a financial makeover. So while you’re getting set for the glitz and...

SELF-PUBLISHED

Accessing locked-in retirement funds

Many of my women clients “of a certain age” have rather substantial pension nest-eggs, either through their employer’s pension plans or through their own business or professional practice. But they do share one problem. Their pension funds are tied up in Locked-In...