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.

Retirement Articles
Home Sharing to Cut Housing Costs

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...

read more
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...