Updated: March 9, 2020. Many individuals who live in Atlanta, Georgia, work at Coca-Cola, one of the few organizations that still offers an employee pension in America. Many companies have phased out defined benefit pension plans in favor of defined contribution plans – like a more traditional 401(k). However, Coca-Cola still offers both a pension… [Read More]
Retirement Planning for Coke Employees
Retirement planning for Coke employees can be an overwhelming task, especially if you’re unsure about what retirement benefits are available to you through your employer. Knowing whether you have a pension, a retirement savings plan, or a supplemental 401k can make a big difference when it comes to creating a retirement cash flow strategy that… [Read More]
Why Women’s Retirement Planning
In the latest episode of Women’s Retirement Radio, I share some thoughts about why serving women and women’s retirement planning is important to me. I invite you to click the play button below, listen and perhaps even subscribe if you’d like to automatically receive future episodes. I’ve been a financial advisor since ’93. And frankly, when… [Read More]
The Tricky Transition to Retirement – Episode 3
There’s a lot more to retirement than simply deciding “when” you want to make the transition to retirement. And it goes well beyond just the financial considerations, though clearly that’s important too. You should also consider things like: How you’ll spend your time How your relationships might change and evolve The psychology associated with the… [Read More]
The SECURE Act and Your Retirement
In this episode of the Women’s Retirement Radio podcast, I cover the recently passed SECURE Act and its major retirement planning-related changes. This includes: Required Minimum Distributions (RMDs), and Elimination of the Stretch IRA. I cover the basics as well as provide some examples of the changes and how they may apply to your retirement… [Read More]