Posts By: Beth Waterman

Retirement on the Horizon

Planting Flowers
As some of our clients know, I’ll be retiring after 30 years of working in the financial planning industry: 15 years for Gagen & Co. and for the last 15 years with Inspired Financial. The time as flown by. I started out as a secretary (old fashioned job description) that evolved into Director ...
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How to Avoid Scams Targeting The Elderly

elderly hands
Last week I missed a phone call on my cell phone. I called back and I heard, “Hello, this is the IRS.” I hung up immediately. The IRS will NEVER call on the phone; neither will SoCal Edison or SoCal Gas. These are scams designed to trick the elderly. In this technological age, we need to be extr...
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Prepaid Burial – Planning Ahead

funeral
We all have different goals or resolutions in life. Working at Inspired Financial has taught me how vital it is to plan for the future and retirement. When I turned 50, it was long term care. The next resolution was to prepay for our burial and have peace of mind that it has been done. When my de...
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Male Breast Cancer Awareness – October 2016

Male Breast Cancer Awarness
Pink! Pink! Pink! October is National Breast Cancer Awareness Month. This is a campaign to raise funds for research into its cause, prevention, diagnosis, treatment and cure. We see pink everywhere we look and shop. Women have their yearly mammograms, but what about Men? Men also are susceptible to ...
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Independence for the We/Me Generations

America is a great place to live. I have lived in Holland but the United States is my home and I am proud of what we represent, mainly freedom.  Now, in the age of social media, we may see and hear things we never knew!  We enjoy so many freedoms, including how we live our lives.  Just a few week...
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