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Category Archives: Blog contributor

19Dec/17

TRANSITIONING INTO RETIREMENT? DO THESE 5 THINGS FIRST!

December 19, 2017Blog contributor, DIVORCE AND FINANCES, Magazine appearance, Media Appearancestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:  1. Have Open and Honest Conversations with Spouse/Partner About Your Retirement Journey Having an honest conversation withRead More…

05Jun/17

UNDERSTANDING AND THRIVING IN THE DIFFERENT STAGES OF RETIREMENT

June 5, 2017Blog contributor, financial planning, Magazine appearance, Media Appearance, Sixty + Mestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:  For nearly 40 years, I’ve been providing financial guidance and advisory services to individuals, couples, multi-generational familiesRead More…

23Mar/17
Taxes

9 WAYS TO REDUCE ANXIETY AND FEAR ABOUT THE TRANSITION TO RETIREMENT

March 23, 2017Blog contributor, Magazine appearance, Sixty + Mestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:  I have been dealing with the topic of the transition to retirement for the past 25 years.Read More…

30Jan/17

UNDERSTANDING ESTATE PLANNING: 6 BENEFICIARY DESIGNATIONS AND HOW TO MANAGE THEM

January 30, 2017Blog contributor, DIVORCE AND FINANCES, financial planning, Magazine appearance, Media Appearance, Sixty + Mestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:  The use of beneficiary designations is one issue that is not well understood and can lead toRead More…

30Jan/17

Featured in BUSINESS INSIDER Article “January Is Divorce Month”

January 30, 2017Blog contributor, DIVORCE AND FINANCES, Magazine appearance, Media Appearancestan

Did you know it’s divorce season? In the Business Insider article, “January Is ‘Divorce Month,’” Emmie Martin writes about how to deal with divorce. Here’s an excerpt of commentary I provide in the article:Read More…

05Dec/16

IS A COLLEGE SAVINGS PLAN THE PERFECT GIFT FOR GRANDKIDS?

December 5, 2016Blog contributor, financial planning, Sixty + Mestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post: As we enter the holiday season, we grandparents find ourselves wondering what to get theRead More…

17Nov/16

GET MORE FROM YOUR MONEY WITH RETIREMENT DISTRIBUTION PLANNING

November 17, 2016Blog contributor, Media Appearance, Sixty + Mestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:  Understanding Your Assets First, I suggest setting up the withdrawals to coincide with the timing of whenRead More…

04Nov/16

2 Divorce Questions Every Older Adult Should Ask…But Few Do

November 4, 2016Blog contributor, DIVORCE AND FINANCES, Media Appearance, Sixty + Mestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:  Unfortunately, men and women rarely ask themselves two essential divorce questions as they begin the process orRead More…

29Oct/16

3 Ways to Transition to Retirement

October 29, 2016Blog contributor, Media Appearancestan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:   One of the most difficult and emotional times in our lives is making the transition to retirement.Read More…

17Oct/16

TRAVEL FIRST CLASS… AND OTHER REMINDERS FOR A HAPPY RETIREMENT

October 17, 2016Blog contributorstan

I’m a blog contributor to the site, Sixty and Me. The following is my most recent post:  Have you retired or are about to retire? Here are a few things to remember as youRead More…

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