Retirement & Finance

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.

Retirement Articles

Your Survival Guide to Unexpectedly Retiring Alone

By Amy Irvine, CFP®, EA, MPAS®, CCFC Retirement is an enormous transition in and of itself. Not to mention when you have to unexpectedly start that new chapter on your own. Retiring alone due to divorce or the loss of a spouse is overwhelming, to say the least. If...

Retirement Webinars
Budgeting for Retirement

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

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...

Saving and Investing for Retirement

Saving and Investing for Retirement

This presentation will highlight planning for retirement, and how taking small actionable steps, especially early in our careers, can lead to long term success. We will discuss setting savings and retirement income goals, reviewing investment types and options. We...