More Power To You

Women. More of you are earning degrees, running businesses and controlling wealth than ever before.

Women. It is a fact that you have power. Power to change the financial landscape. Let’s work together to take steps so you can take command of your financial future with empowering education and inspiring connections.

Women. You work hard for your money. It is time that it started working just as hard for you and those you love.

Taking Charge of your Retirement

Here are some thoughts to consider when preparing for retirement

  • How much will you need to finance your retirement? What do you want to do in retirement – travel, new hobbies? Will you move?
  • Estimate your retirement needs. Identify potential expenses. Calculate amounts you will receive from sources of retirement income, such as Social Security, pensions, personal investments and employment earnings.
  • Invest early for retirement and contribute as much as possible to employer sponsored retirement plans. It is smart to automatically contribute from your paycheck to a retirement account.
  • It is never too early or too late to get started.

It is recommended working with a qualified financial professional.

Let’s sit down together and ensure your retirement plan is on target.

Upcoming Events:

September is Life Insurance Awareness Month

October – California Teachers Association

October – California League of Middle Schools