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Julia Anderson
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Sharing experiences and offering assistance to 60-and-single women on the topics of money, retirement, being on your own, relationships and travel.
Sharing experiences and offering assistance to 60-and-single women on the topics of money, retirement, being on your own, relationships and travel.

100 followers
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Fund management fees in a cooling stock market. They matter
"Although we work through financial markets, our goal is to help Main Street, not Wall Street." -- Janet Yellen, former chair of the Board of Governors of the Federal Reserve System. (1946 -   )  BY JULIA ANDERSON With global stock markets treading water it...
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 "The trick is not to learn to trust your gut feelings, but rather to discipline yourself to ignore them." - Peter Lynch, an American investor and mutual fund manager. (1944 -   ) BY JULIA ANDERSON My mother thought she was buying stock in a light bulb make...
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Men are in death denial. That's a problem for women
"To the well-organized mind, death is but the next great adventure." - J.K. Rowling, British novelist, screenwriter, producer best know for Harry Potter fantasy series. (1965 -    )   BY JULIA ANDERSON Stories about women, men and money come my way all the ...
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How much can you withdraw from your nest egg without going broke?
BY JULIA ANDERSON T here are TWO long-standing rules that financial advisers
have been giving people planning for retirement.   Rule No. 1 --- You can safely withdraw 4 percent of your
nest egg retirement savings each year without running out of money in th...
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Divorce: Usually a financial disaster for women
"You never really know a man until you have divorced him," Zsa Zsa Gabor, Actress and socialite. (1917-2016) BY JULIA ANDERSON At 54, she has been living apart from her husband for more
than two years but has yet to initiate a divorce. “I’ve got to get this...
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Leaving a Legacy? Try a donor-advised charitable fund
“It is up to us to live up to the legacy that was left for
us, and to leave a legacy that is worthy of our children and of future
generations.” – Christine Gregoire, former Washington state governor. (1947
-     ) By Julia Anderson Leaving a legacy may reca...
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Health care directives -- taking charge in our later years
"What is a fear of living? It's being preeminently afraid of dying." - Maya Angelou, (1928-2014), American poet, memoirist and activist.   BY JULIA ANDERSON Those of us who have watched our parents slip into old age,
face multiple health challenges and then...
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11 things I wish I'd told my younger self about money
"Only 47 percent of women are confident talking about money and investments with a professional," - Fidelity Investments research, "How to take charge."   BY JULIA ANDERSON My Smart Money co-host Joe Smith and I are sharing with each
other what we would tel...
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Owing back taxes. Deal with it, you may get a discount
"It's a privilege to pay taxes. Yeah! It's not a political question folks. We have to pay for stuff." - Lewis Black. Stand-up comedian. (1948 -    ) BY JULIA ANDERSON There are many situations that can put you behind in paying
your federal U.S. income taxes...
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Apps to help you budget for holiday spending. But it's still up to you
 "What's Christmas time to you but a time for paying bills without money: a time for finding yourself a year older, but not an hour richer." - Ebenezer Scrooge in "The Christmas Carol," by Charles Dickens.  BY JULIA ANDERSON Remember the old days when we us...
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