Everything that happens financially between 50 and 67 that nobody walked you through. The catch-up window, the Roth conversion year, the SECURE Act provisions, the Social Security claim-age math, the second-act career economics. Researched by a journalist, reviewed by a CFP.
30-day refund guarantee. If the course doesn't change at least one financial decision you make this year, full refund.
Why $7,500/yr extra at 50 isn't $7,500. Compound math from 50 to 67, the 401k vs IRA decision, the actual dollar-impact ranges.
The single most under-explained move in midlife. When to convert, how much, the tax-bracket math, the 5-year rule, the Medicare IRMAA trap.
What changed in 2019, 2022, and the 2026 expanded catch-up. RMD age changes. 529-to-Roth rollovers. The provisions that matter most for women 50+.
62 vs 67 vs 70. The break-even calculations. Spousal benefits. Survivor benefits. The case for delaying that nobody walks through clearly.
The triple-tax-advantaged account most women under-use. Maxing strategy, investing the balance, the retirement-medical-account trick.
The conversation nobody wants to have but everyone needs to. LTC insurance vs self-insurance vs hybrid policies. The math at 55 vs 65.
Whether to pivot in your 50s, the financial runway math, the consulting alternative, the "phase-down" approach. How women who did it successfully structured the move.
What every woman 50+ should have documented before age 60. Wills, powers of attorney, advance directives, beneficiary audits. The inventory template.
The financial conversations that get put off. Joint vs separate retirement strategy. Divorce-decade preparation. Widow's-decade preparation. The scripts.
Fee-only vs commission-based. NAPFA-certified vs CFP vs RIA. The 7 questions to ask in the first meeting. When the right answer is "no advisor."
Five hours. Frameworks for the 7-10 most important financial decisions of your decade. Lifetime access, 30-day refund.
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