An Individual Retirement Account (IRA) is a type of retirement savings account that can help seniors and baby boomers save for retirement. IRAs come in several different forms, including traditional, Roth, SEP, SIMPLE, and Self-Directed IRAs. Each type offers different benefits and it is important to understand the differences between each when deciding which IRA […]

Hi. I’m Connie. As a serial “Grandmapreneur®”, I speak to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. This blog post will help entrepreneurs understand retirement planning and having a stable future, which you will need as you consider starting a business. For many people, retirement is the start of a […]

Hi. I’m Connie. As a serial “Grandmapreneur®”, I speak to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. This blog post will help you preserve your nest egg, which you will need as you consider starting a business. 7 Ways to Preserve Your Nest Egg In an era of high inflation, […]

When I engage with executives, I want to quickly evaluate their frame of reference. Do they respond from a transactional or strategic perspective? Here’s a great example you can try: “How’re we doing?” you ask. It’s a very simple question but the response tells you everything you need to know. Let’s use the head of […]

Hi. I’m Connie. As a serial “Grandmapreneur®”, I speak to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. This blog post will help entrepreneurs understand how much GenXers need to be happy in retirement, which you will need as you consider starting a business. The GenXers and Why They Need to […]

Hi. I’m Connie. As a serial “Grandmapreneur®”, I speak to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement. This blog post will help entrepreneurs understand financial jargon, which you will need as you consider starting a business. 7 Financial Jargon Every Retiree Must Know  If you want to enjoy your retirement without financial struggles, you […]

Encompassing every aspect of financial planning from cash flow to long-term investment strategies, this guide to money management for people under forty offers timely information on topics ranging from the new tax laws to credit ratings, global investing, and employment benefits.

Moneythink will give you the confidence and motivation to cope with your money worries. It includes information on: taxes, probate, trusts, retirement, gifts, charities, insurance, investments, wills, and much more.

One of the most significant developments in recent years has been the adoption of Bitcoin as part of corporate treasuries. I witnessed this firsthand at the Bitcoin Conference 2024 in Nashville. Additionally, business adoption is the heart of my new business at Sovreign. This shift, once seen as a bold move by a few early […]