Margie was a vibrant and active woman, younger in spirit and vitality than her 76 years would seem to indicate. But problems were mounting, life was closing in, and Margie was just about at her wits end.
You see, Margie's beloved Bill had died some years ago, and his generous pension died with him, as it did not pay a spousal benefit. To compound Margie's financial problems, due to Bill's death her social security income was greatly reduced as well.
Margie was able to hang on for a few years by reducing her activities. She resigned from the local golf club where they had been members for more than thirty years, and curtailed her favorite activities with friends. Fewer lunches together, fewer theater dates, and travel was definitely out of the question.
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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