Special Interest Areas

In achieving financial wellness, two areas that deserve special focus are retirement readiness and women and money. While many factors come together to make planning in these situations more challenging, increased longevity is a primary driver.

Retirement Longevity and Security TEDx Talk


A recognized thought-leader in retirement readiness and women and money, the AICPA invited Paula McMillan, CFP®, CPA/PFS, CGMA to create two podcast series on retirement readiness and  women and money. Take a moment to better understand key challenges and opportunities in retirement planning by checking out the podcasts below:

The Second Best Time to Start is Today

The best time to start planning was yesterday. The second best time is today. As you near retirement:

  • Know your “why” that gets you out of bed each morning
  • Have a plan for how you will spend your time
  • Create a plan for covering your expenses in retirement
  • Revisit your investment allocation modifying
  • Determine how to maximize Social Security benefits
  • Understand Medicare and its coverage
  • Know and understand your withdrawal strategy
  • Understand your employee retiree benefits
  • Determine what to do with your retirement plans
  • Know required minimum distribution rules