Women Business Owners and the Importance of a Retirement plan.

You may recall information on regarding retirement demographics and the need for you to plan your financial future. My, how time flies! With summer drilling down upon us, it’s really nice that there seems to be a few more hours built into every day to hopefully enjoy.

Whether summer avails you a bit more relaxed time to vacation or an opportunity to delve into important personal and business areas that need to be addressed for the fall, this note may prompt you to think about reviewing your financial picture or planning a better one.

In the meantime, here are some questions to mull over.

• What is the amount that I need to support my retirement? Will I have enough?

• How many accounts should I have when I retire? Why?

• Why is it so important to establish a Roth now versus waiting until 2010?

• Do I understand IRA conversions and if I should consider them now?

• Do I understand stocks and how they work when I take distribution?

• What is the difference between mutual fund management and no load mutual funds?

We find that most women do not know the answers to these questions and often rely on piecemeal information or routine habits from the past in hopes that everything will work out fine. Banks, attorneys, tax advisors, financial advisors, insurance agents, or stock brokers help to provide “parts and services” along the way, but who pieces it all together for you?

If you believe that an independent review, integration planning, and soft positive coaching are important to the success of your financial life or you would just be interested in a second opinion on a particular area of your financial plan, we are happy to answer questions that you may have.

So, feel comfortable in giving us a call.

Regards, Brenda Bagonis-Cooke 215 491 4346

Look us up in the YELLOW BOOK under Financial, Investments, Pensions and Retirement plans.