She was a hard working single woman, owned her own business, and seemed headed toward a comfortable retirement just a few years away. Unfortunately she became blinded by the bright lights of the 'New Economy' and technology boom. What she didn't know is those bright lights shielded the horrors of a looming disaster, and she would not be able to extricate herself until it was too late.
I met Jeri at a class I was conducting on retirement planning at the local community college. She asked for a no obligation meeting and so at a later date we sat down to explore her needs and objectives.
She retired young, 49 to be exact, and made the big move from the dreary rain soaked Northwest to the land of palm trees and eternal sunshine. But all was not well, and the consequences of misguided judgment would soon come home to roost.
Steve Hood is a financial advisor/coach with more than 30 years of experience, concentrating in retirement planning and investment management.
Women's Institute For A Secure Retirement
Improving the long-term financial security of all women through education and advocacy.
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