Hallmark Wealth Planning

10/16/2026

It's Get Smart About Credit Day! It's never too late to learn (and implement) responsible credit habits to help you reach your goals.

10/14/2026

We are pleased to be supporting a good cause.

🎭 SPONSOR SHOUT-OUT! 🎭

A huge thank you to Hallmark Wealth Planning for stepping up to sponsor our Unmasking Hope - A Masquerade Gala at the Purple Ribbon Advocate level!

💜✨ Hallmark Wealth Planning helps individuals and families navigate their finances, plan for retirement, and build solid strategies for the future. We are so grateful they chose to use their resources to support our community and empower survivors right here at Project Woman.

We couldn't do what we do without awesome community partners like them. Drop some love for Hallmark Wealth Planning in the comments below! 👇✨

10/14/2026

October 15 through December 7 is open enrollment for Medicare! Now’s the time to re-evaluate your current Medicare coverage. Not sure exactly what you can and can’t do during this period? This will simplify it all for you. .

Each year, Medicare beneficiaries have an opportunity to make changes to how they receive their Medicare coverage during the nearly 8-week annual open enrollment period. This brief answers key questions about the Medicare open enrollment period and Medicare coverage options.

10/14/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

10/14/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

10/10/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

10/09/2026

Let's discuss your investment goals and risk tolerance. Are you satisfied with your current investment portfolio? What investment opportunities or challenges are you facing? Let's explore strategies to make your investments work harder for you.

10/09/2026

Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. In fact, nearly twice as many women (23%) feel uncomfortable managing their inheritance compared to men (12%). Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully.

What's your experience with this? Does the data reflect your own personal experience?


Source: NewYorkLife.com, July 19, 2023

10/08/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.


Source:

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.

10/08/2026

Planning for retirement can feel overwhelming, but with the right guidance, we can make it a seamless process. Let's start the conversation about your retirement goals and aspirations. Are you on track with your retirement savings? What retirement lifestyle do you envision for yourself?