Retire Coastal Carolina

10/22/2026

A few seats left for our event Nov 5th with Jodi Prohofsky author of Dear Cora, Send Help and Nancy Witter with Maryanne Spatola leading to conversation!
RSVP - https://bit.ly/speakers-series

10/17/2026

We had so much fun we decided to do it again!! Next event November 5!! RSVP https://bit.ly/speakers-series

09/17/2026

WSJ” BlackRock wants to bring to your 401(k) “the best of pensions which is professional management, long-term thinking and certainty through income in retirement.” Certainty of regular income flow is shown to reduce stress and increase sustainable lifetime spending in retirement. Live more & worry less!
Seek fiduciary advice and tell me if I can help!

The investment manager aims to overhaul target-date funds with more options for employers.

08/26/2026

Feeling behind on retirement savings at 50+? SECURE 2.0 might help more than you think.

A few key changes worth knowing:

📈 Bigger catch-up contributions — up to $8,000 extra in 2026, or $11,250 if you're 60–63 (total possible: $35,750).

🔄 If you earned $150K+ in 2025, your workplace plan catch-up contributions now go into Roth — paying tax now on the "seeds" instead of later on the "harvest" can actually work in your favor.

⏳ RMD age is now 75 for anyone born in 1960 or later — more time to grow your money and plan strategically.

🧩 Here's the thing: Social Security, IRAs, and 401(k)s don't work in isolation. How you contribute now — and how you withdraw later — needs to be one coordinated plan, not three separate decisions.

A late start doesn't have to mean a bad outcome — the rules have shifted in ways that can genuinely help.

If you're 50+ and want to talk through what this means for you, let's connect. 📩

08/24/2026

08/22/2026

With special guest, Adrianna Adams from Domain Money, Felix and Anna dig into one of the biggest emotional life steps - retirement.

08/19/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Forbes.com, March 30, 2026

08/10/2026

What is it about August?

07/31/2026

IRMAA is awful! My Stroll Riverlights ad had some ideas about avoiding dreaded IRMAA. Hope this fun video helps