There are many challenges women have to overcome when it comes to their finances. As part of Signet’s seminar held in Spring Hill, TN on March 22, Stephanie Carreras, Managing Director at Signet Financial Management, took a closer look at each one and focused on how women can plan sustainable income in retirement. Around 30 women attended the event to learn more about the strategies for a better post-paycheck life.
Stephanie shared some interesting stats on the current distribution of women’s and men’s monetary power, spoke about personalized tax-smart savings strategies, as well as practical preparation for healthcare expenses. The seminar provided guidelines on how to build an easy-to-follow financial plan empowering women to take control of their finances and grow their wealth, as well as covered more specific questions, such as:
- Does doing a ROTH conversion make sense?
- Is an annuity a good investment?
- What should be titled in a trust?
- How do Beneficiary IRAs work? And what are the rules for them?
If you need advice on how to manage your money through the obstacles you may face as a woman, contact Stephanie Carreras for professional guidance.