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Straightforward retirement education for women delivered to your inbox weekly. Whether you are divorced, widowed, or simply ready to take control of your financial future, we want to empower you to live your retirement on your terms.
Hi Reader, For women approaching or already in retirement, Social Security decisions can feel harder when tax questions, funding projections, and proposed legislation all appear in the headlines at once. How do you separate information that affects your plan from news that simply deserves your attention? "A good retirement plan isn't built around predictions by any means. It's built to adapt to life, and sometimes the laws are going to change." ERIC BLAKE Social Security Headlines: What They...
Hi Reader, If you’re planning for retirement and an annuity has been recommended to you, the hardest part may not be understanding how it works. It may be deciding whether it actually belongs in your retirement plan. Asking better questions can help you understand what you’re considering before you commit. "An annuity is not a retirement plan. It's just one possible tool in the toolbox that may help solve a particular retirement need." ERIC BLAKE How to Decide If an Annuity Fits Your...
Hi Reader, Retirement tax planning can feel confusing, especially when annuities enter the conversation. I've found that many people aren't really asking about the annuity itself. They're trying to understand what happens to their money, how it's taxed, and whether an annuity is the right fit for their retirement. "Taxes are very important, but taxes alone shouldn't determine whether an annuity belongs in your retirement plan. The planning objective always comes first. The tax rules simply...