Retirement & Finance
Are you prioritizing everyone but yourself? Do you take time to consider the future? Have you ever thought about your financial dreams?
First, you’re not alone. Putting off creating goals and investing for retirement is a common problem for women.
But only you know how to take care of yourself. And our journey to financial wellness starts with supporting you on that journey…one step at a time.
Through budgeting, debt management, and retirement plans, we want to ensure that you have the knowledge and know how to use it to create financial security and a beautiful life.
What is Retirement Planning?
Retirement planning for women is important and focuses on both your income stream as well as savings and investment planning that will last into your 80’s and 90’s. Key factors to consider when planning for retirement for women are longevity, cost of care-taking, long term health plans.
The key is building a retirement plan that delivers lifetime income. Where is that income going to come from? Understanding and learning about dividends, interest, IRA withdrawals, Social Security, annuity payments, your tax bracket, is important in mapping out the right plan for you.
Savvy Ladies is here to help educate and share resources and guide you to gain the knowledge you need to learn and make smart financial decisions. We offer a library of informative webinars, blog articles, a helpful budget worksheet, and mentoring with our team of professional financial volunteers for 1:1 support.
So let’s start the conversation and get financially ‘savvy.’ Subscribe to Savvy Ladies Financial Professionals. Get the guidance you need to create your best version of the future.
Home Sharing to Cut Housing Costs
By Marge Schiller, CFP® Is your cost of housing too large a portion of your income today? Are you having trouble finding an affordable rental in your community? Or is your current home more space than you really need but you like it? If your answer is “Yes” to any of...
Major Changes Brought by the Secure Act 2.0 and How it will Affect Your Retirement Savings
By Jonathan Bird, CFP® The SECURE 2.0 Act is here to make a difference in the US retirement system, bringing forth a range of modifications to strengthen the retirement system and enhance financial preparedness for all Americans. SECURE 2.0 became law on December 29,...
How to Make Investment Selections in Your Retirement Plan
By Margery K. Schiller, CFP® When thinking of investing for retirement, there’s many variables to consider. How to maximize earnings and minimize risk? In this article, Savvy Ladies volunteer Margery K. Schiller, CFP®, shares expert tips to make the smartest decisions...
What Insurance Do You Need for Every Life Stage?
In this Savvy Session, financial expert and Savvy Ladies Volunteer Katherine Sayer, CLU, RICP, breaks down the different types of insurances you'll need in every stage of life, from your college years to retirement. Learn everything about the different kinds of...
Long Term Care Insurance for Women
Did you know that, on average, women outlive men by about five years? With more than two-thirds of Americans age 85 or older being women, long term care is essentially a women's issue. Lack of early planning around can end up being too costly for women in the long...
Budgeting for Retirement
Marge Schiller, CFP®, helps you make a retirement budget so that you can enjoy your golden years without the fear of running out of money. This session covers: Why you should create a retirement budget. How to create one: understanding your retirement income,...
Wealthy or Not, Your Estate Matters
June 2 2021 1:00 PM EST with Paula M. Jones The word “estate” is usually associated with high-net-worth individuals. But the truth is estate planning is a must-do for everyone, regardless of income or age. In this webinar, estate attorney Paula Jones will explain...
What Every Woman Needs to Know About Social Security – May 12, 2021
Date: May 12, 2021Join Mary Beth Franklin for this virtual session to learn: how Social Security benefits are earned and calculated how your initial claiming age affects your benefits special rules for married couples and divorced spouses why survivor benefits are...
5 Common Estate Planning Mistakes Made by Women and How to Avoid Them
Whether you are single or married, starting a first job or facing retirement, the path of life is full of choices, challenges and shifting priorities. The presentation will share insights to help you be prepared for all of life’s possibilities. Take away the advice...