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Smart Women in Retirement

smart, simple & transparent retirement planning that's been designed by women, and made exclusively for women like you.

SELLING A BUSINESS

"I just sold the business I started at ground zero... — How do I protect my money now?"

TAX PLANNING

"I need a tax-effecient plan for selling the stock from my last company... — Where do I start?"

WEALTH TRANSFER

"I don't want my children handling my estate when I'm gone — What are my choices; and how do I bring all this up?"

TRANSFERRING ACCOUNTS

"So, I have a few different goals — Which one should I start with first?"

MOVING RETIREMENT ACCOUNTS

"I've got several 401k's from former employers — Can I combine them all into one?"

NEGOTIATE A HIGHER SALARY

"I received a job offer, but I know I'm worth more — Should I negotiate a higher salary?"

PRIORITIZING YOUR MOVES

"I have accounts at another firm — Can I transfer them to Retire Smarter?"

DEATH OF A SPOUSE

"My spouse just passed away, and they took care of everything — What should I do first?"

CHRONIC / TERMINAL DISEASE

"I was just diagnosed with cancer and I'm so overwhelmed — Will this affect my retirement?"

LOSING A JOB

"OMG, I just got fired!! — Can I pull money out of my retirement account?"

LOVE & MARRIAGE

"We decided to start a family now — What else should we be thinking about financially?"

NEW LOVE

"I've met someone and we haven't had 'the talk' yet, not that one the money one — But how should I bring it up?"

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RECENT BLOG POSTS & INSIGHTS

APRIL / 2020 • #SMARTWOMEN

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JUNE / 2020 • #SMARTWOMEN

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