Rand Paul’s new bill would let Americans pay off student loan debt with 401(k), IRA savings. Here’s what that means
12/05/2019
Publication: CNBC
Senator Rand Paul introduced a bill that would let Americans use retirement funds to pay for school. Is it a good idea? Jeannette Bajalia gives her thoughts.
No money to donate on Giving Tuesday? Here are 9 free ways to give back.
12/03/2019
Publication: BETTER
It doesn’t take a lot of money to make a difference for someone else. Michael Macke, CFP® shares how gifting items you no longer use can benefit both you and the recipient.
Millennials to become richest generation – here’s what we all need to know
11/27/2019
Publication: Global Trade
The U.S. will soon see the biggest generational wealth transfer in history. Jeannette Bajalia explains what steps to take to make the transfer a smooth one.
5 ways to put a little more money in your pocket starting today
11/18/2019
Publication: Business Insider
Jeannette Bajalia gives ideas for increasing your income – without changing your lifestyle.
How to choose between a traditional 401(k) and a Roth 401(k)
11/13/2019
Publication: CNBC
If you’re participating in your employer’s retirement plan, you may have more options than just a traditional 401(k). Jeannette Bajalia explains the difference between a traditional 401(k) and a Roth 401(k) – and shows you how to choose the right account type for you.
13 places everyone will be flocking to for retirement in the 2020s
11/05/2019
Publication: Business Insider
Looking for the ideal place to retire? Jeannette Bajalia shares what factors should play into your decision about where to spend your retirement.
Making the Health-Wealth Connection
09/25/2018
Publication: Growing Bolder
What is the connection between longevity and financial planning? Hear Jeannette Bajalia speak on how your health affects your wealth – and how money impacts total well-being.
You Don’t Have to Move to Florida in Retirement
05/09/2018
Publication: MYMOVE
Baby boomers are reversing the trend of migrating to Florida in retirement. Jeannette Bajalia talks about why retirees are choosing to forego relocating and stay near their families.
What’s all the hype about retirement?
11/16/2017
Publication: Ponte Vedra Recorder
Jeannette Bajalia discusses the need for retirees to have a thorough, well-thought-out financial plan to avoid running out of money in retirement.
Book Review: ‘Planning a Purposeful Life: Secrets of Longevity’
11/15/2017
Publication: St. Augustine Record
The St. Augustine Review profiled Jeannette Bajalia's book: Planning a Purposeful Life: Secrets of Longevity.
Ponte Vedra Author Reveals ‘Secrets of Longevity’
10/05/2017
Publication: Ponte Vedra Recorder
The Ponte Vedra Recorder featured Jeannette Bajalia's book: Planning a Purposeful Life: Secrets of Longevity.
Retirement Planning for Women
07/22/2017
Publication: Investment News
Women often feel insecure about their financial decision-making abilities. In this article, Jeannette Bajalia provides input about how women can make informed financial decisions.
Planning for longevity: The wisdom of the ages
06/21/2017
Publication: Market Watch
Have you ever stopped to wonder what happens if you live longer than you expect? Jeannette Bajalia talks about how more people are joining the 100+-year-old club – and how longevity affects financial planning.
Wise Women and Widowhood
06/16/2017
Publication: Chicago Tribune
Women are more likely than men to be widowed, leaving many women vulnerable to financial crisis in their later years. Jeannette Bajalia shares her thoughts about women and widowhood in this Chicago Tribune article.
Social Security Isn’t Lifestyle Insurance: 8 Financial Survival Tips
04/10/2017
Publication: Newsmax
More people are relying on Social Security as a major source of retirement income. Jeannette Bajalia explains why that could be a problem for retirees.
Importance of Planning for Life’s Unexpected Emergencies
03/27/2017
Publication: One Cent at a Time
Unexpected life events can set you back financially – both now and in retirement. Jeannette Bajalia shares her personal story about how unexpected crises shaped her life.
Retirement planners increase focus on women’s challenges
03/17/2017
Publication: Consumer Affairs
The financial planning industry must change its approach to address women’s needs in retirement. Jeannette Bajalia shares why women are focused less on risk tolerance and investments, and more on protection and security.
Retired Women are More Prone to Financial Crisis
03/14/2017
Publication: USA Today
Costs of long-term care are increasing – and women are most likely to be the most affected. Jeannette Bajalia tells USA Today how women can protect themselves from financial crisis in retirement.
18 Insights Into How Women in Business Embrace Competition
03/08/2017
Publication: American Express
Jeannette Bajalia was featured in this article focusing on how women can get ahead and stay ahead in a competitive business environment.
4 Strategies for ‘Re-Wiring’ Your Retirement
03/07/2017
Publication: Newsmax
Retirement isn’t the end; it's merely the beginning of something new. Jeannette Bajalia discusses how to rethink retirement and create the life you've always wanted.
Simple Truths About Wealth Management
02/13/2017
Publication: Newsmax
Wealth management advice is flying at us from all directions. How much of it should you trust? Jeannette Bajalia shares what to look for in a financial advisor.