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Alpha Wealth Management & Planning, LLC

5 Retirement Planning Steps For Women

June 27, 2019

Did you know that $14 trillion of our nation’s personal wealth is held by Women, and not only that, women also account for 40% of the primary breadwinners in today’s U.S. households. These are impressive numbers and continuously growing at a rapid pace. Having a plan for retirement is essential, and the data shows that women are becoming more and more interested in findings the best ways to allocate their money in order to have a successful plan.

There is a simple path that can be followed when it comes to planning for retirement. In the past this path was molded for men, but now women can create their own path and retire in the style they want. The first step in these decisions comes when you decide what you want your retirement to look like. Once you know this answer you can begin to seek out the advice that best suits your needs and also determine the level of risk associated in your plan. This will allow you to have a high success rate in reaching your goals.

Here at Alpha Wealth Management we pride ourselves in guiding you down this path. That at times can seem confusing to navigate, but with the right guidance can be extremely rewarding. That’s why we continue to hold our Women, Wine, and Wealth events to help guide and educate Women about the best route for them.

Join us on July 18th at Trek Winery in downtown Novato for our first summer event! There will be tasty Hors D’oeuvres and terrific wine. The best part is the event is FREE, but space is limited and the seats fill-up quick. So reserve your seat today by following the link directly below!

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