Edward Jones - Jamie Smalley

03/29/2023

Women are at higher risk of needing long-term care (Society of Actuaries, 2018). Here are some questions you can ask yourself now to help ensure the future you want.

03/24/2023

People are living longer in retirement than ever. In fact, forty percent of women are likely to reach the age of 90. Here are three reasons why you could benefit from retiring later.

Postponing retirement for just a few years, or even months, can have a big impact on your savings.

03/22/2023

Retirement might seem a long way off, but it's never too early to start preparing – especially if you're a woman. Women can lose hundreds of thousands in retirement savings because studies show they have less saved than men. Here are some tips to close that gap, and be ready for retirement.

Investing, saving, and borrowing are the same for men and women, as well as the same rules for both. They may, however, be facing very different circumstances and making very different choices. Preparing for retirement is particularly challenging because of this divide.

03/15/2023

Below is just one challenge women face in securing their financial future. Because women tend to earn less than men over their working years, their ability to prepare for retirement is hit on two fronts: it's harder to save, and those lower earnings translate to lower Social Security benefits. Let's discuss how to take this into account when saving for retirement.

03/10/2023

Women have unique considerations as investors. We dive into a few of them, but please give me a call so we can discuss a strategy tailored to fit your needs.

Approaches tailored to you

03/09/2023

Here are some financial tips women can keep in mind, this month and beyond.

Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.

12/19/2022

From 401(k) plans to managing expenses, it takes a lot to run a business. See how we can help with comprehensive strategies built for you.

Here's our business owners hub

12/16/2022

If you’re in your 50s, retirement probably isn’t far off. Take some time to evaluate where you stand and how you’re tracking toward this exciting new chapter.

There’s still time to save for retirement, but it’s coming soon. Here’s how to ensure you’re on track.

12/15/2022

Have you ever heard of catch-up contributions? Your 50s are the ideal time to take advantage of them. Send me a message if you’re interested in learning more about this strategy.

12/14/2022

You’re in your 50s, and your post-retirement life is near. From paying off debt to exploring contribution strategies, see what you can do to prepare.

There’s still time to save for retirement, but it’s coming soon. Here’s how to ensure you’re on track.

12/13/2022

Your 50s are pivotal for shaping your retirement strategy. Take a look at the full picture of your current expenses and start making adjustments to keep your retirement on track. Need an outside perspective? Give me a call so we can review your finances together.

12/12/2022

Check out these contribution limits - only a few weeks left to take advantage!

Roth IRA and traditional IRA contribution limits can change each year.