Susan Russo MBA, CRPC, CDFA

06/04/2019

Should you retire simultaneously with your spouse or partner? Maybe not, cautions this post at Considerable:

Retiring at the same time as your spouse sounds like a good plan but can lead to a bad outcome, financially. Follow these tips to get the timing right

06/04/2019

MarketWatch lists 4 well-paying jobs suited for retirees @

You can make well over minimum wage and work remotely

06/04/2019

Just what is universal life insurance? How does it work? TheStreet offers a quick explanation @

If you have considered a life insurance policy, you've probably seen universal life insurance packages. Here's what they offer.

02/25/2019

As CNBC reports, too many baby boomers lack wills and a durable power of attorney. Do you have them in place?

Nearly half of people in the 55-plus age group lack a last will and testament, and an even greater number doesn't have other key legal documents that help ensure your wishes are carried out, according to a study.

02/08/2019

After a divorce, it is important to review and revise an estate plan. Forbes notes the steps @

If you were one of the masses whose divorce was finalized in 2018, now is the time to revise your estate plan.

02/08/2019

Do you want your business to continue after you leave? As ValueWalk notes, succession planning may be the key.

Besides the fact that succession planning is crucial to the long-term survival of your company, what other benefits does it carry?

02/08/2019

02/08/2019

A Harvard Business Review article notes why more companies need to recognize the needs of working parents:

If your policies don’t accommodate their needs, they’ll go elsewhere.

02/08/2019

Kiplinger.com lists 8 steps you might want to consider taking if you are getting ready for retirement @ https://tinyurl.com/ycnsvdxm

Follow this step-by-step guide to retirement to ensure you're prepared both financially and mentally to retire.

02/08/2019

Do working women prefer money over career titles? As Entrepreneur reports, a new study says yes:

The study shows that women believe hard work is the key to success. Only eight per cent of the respondents said that risk-taking has contributed most to their professional success; they instead credit task-oriented factors over leadership traits.