06/12/2026
3 things every woman should do to stay in control of her money in retirement.
~Set a calendar reminder every 3 months to check all investment accounts, balances, and beneficiaries. This keeps you aware of market changes, prevents surprises, and ensures you catch any errors or unauthorized activity early
~Know exactly which accounts you'll tap first (taxable vs. tax-deferred), how much you can safely withdraw annually, and what triggers might require adjustments. Don't wait until you need money to figure out the plan.
~Maintain a simple spreadsheet or document, to track all accounts, passwords, contacts, and key numbers (total assets, monthly income, expenses). You should always be able to answer "where is my money?" without making a phone call.
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