Marietta Z. Courtney, CPA, Courtney CPA, P.C.

Services that you'll never outgrow.

Women Must Be Actively Involved in Their Finances

If you are a woman, you have to be actively involved in your finances and planning for retirement.  Women have at least two special considerations associated with retirement planning:

  • You have a longer life expectancy
  • You may have less money in your retirement account

Know what is going on in your financial situation.  If you are married, share in the responsibility of making financial decisions. If you are working with a financial advisor, make sure you ask questions.

Here are some moves that can benefit you:

  • Max out on your 401(k)
  • Contribute to an IRA
  • Consider a Roth IRA
  • Meet with a financial advisor you trust, at least annually and include a review of your 401(k) holdings

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This entry was posted on February 27, 2021 by .

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