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.
What Expenses You Can Eliminate in Retirement
By: Jen Smith Are you about to retire and worried about how you will manage expenses during your golden years? You’ll be happy to know your income might reduce after retirement! Today’s post is a guest post from Good Nelly at My Way of Viewing. We talk a lot about...
Reaching Financial Independence On Any Income
By: Nadia Busseuil The movement is gaining popularity, but the news still hasn’t reached the majority of women. F.I.R.E. is an acronym that stands for Financial Independence Retire Early. Even if retiring early is not your main agenda, the premise of F.I.R.E. can help...
Longevity Brings Increased Risk of Cognitive Decline (A Planning Issue For Women)
By: Michelle Buonincontri, CFP®, CDFA Although not yet retired myself, years ago, when I was a young mother with 2 children under the age of 3, I became the caregiver to my dad, who was disabled in his mid-50’s. My parents had divorced after 30 years of marriage and...
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...
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...
8,000 Days
With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which...
What’s in Your 401(k)?
There are many choices available today to diversify your 401(k) retirement account: index funds, mutual funds, target date funds, and more. A frequent question for investors is: “What are the best options for the most growth?” Understanding your asset allocation is an...