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The Simply Retirement Newsletter

Eric Blake, CFP®

Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.

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Featured Post

A Few Reasons for Optimism

📢 Webinar Announcement!! TODAY!! at 12:00 PM CST In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn More Hi Reader, It's easy to be cynical and pessimistic about the world. Almost everything we see and hear on the news and around the water cooler tends to focus on what is going wrong in the world or all the...

1 day ago • 4 min read

📢 Webinar Announcement!! May 9th at 12:00 PM CST In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn More Hi Reader, Do you know the difference between a will and a living trust? Worried about protecting your assets after you're gone? Susan Barnett has been an attorney since 1989. She graduated from Baylor Law...

8 days ago • 24 min read

📢 Webinar Announcement!! May 9th at 12:00 PM CST In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn More Hi Reader, Today, I want to share a quick planning note on the topic of holding cash. We all know it's important to keep some cash on hand for emergencies, but how much should you keep in savings? How much...

15 days ago • 4 min read

Hi [FIRST NAME GOES HERE], Confused about senior living choices? Joyce Logan has spent most of her life in Texas but was originally born and raised in Ohio. Her heartfelt compassion for others began at a young age. This was made evident when she earned a BS degree at The Ohio State University and began her career in Social Work. Joyce spent several years in Business Development before Ruby Care became her vision, which was inspired during the time she spent caring for her mother-in-law Ruby...

22 days ago • 23 min read

Hi [FIRST NAME GOES HERE], Each spring, J.P. Morgan releases a helpful document they call their Guide to Retirement. It's packed with interesting ideas and data that are all focused on retirement. While I think the entire document is valuable, I've handpicked eight charts that I think can help us make better retirement decisions. I've also added some commentary that I hope you'll find valuable. 1.) Focus on what you can control We talk a lot about focusing on the things within your control,...

29 days ago • 6 min read

Hi [FIRST NAME GOES HERE], In December, the Wall Street Journal published an article detailing a survey based on this question: "Exactly how much more income do you think you need to be happy?" Before I share the results, take a minute to ask yourself, how much more income do you think you'd need to be happy? But first, 🎙️ Did you catch the most recent podcast episode? Listen to "Caregiving: Strategies and Resources for Women" as Eric and guest, Lili Fiore explore the unique challenges and...

about 1 month ago • 4 min read

Hi [FIRST NAME GOES HERE], This might be an odd way to think of it, but if we wanted to establish a mathematical-looking formula for financial success, I think it might look something like this: (Capital x Time x Quality of Planning Decisions) x Quality of Behavioral Decisions Let's review each piece of this equation in turn. But first, 🎙️ Did you catch the most recent podcast episode? Listen to "Navigating Social Security and Retirement Planning for Caregivers" as Eric turns the spotlight on...

about 1 month ago • 4 min read

Hi [FIRST NAME GOES HERE], Are you a caregiver (or will be) with concerns about your financial future? As a determined woman ready to positively impact the world, Jeannie Dougherty continues to help people from all walks of life. She is a coveted counselor, certified money coach, mental fitness coach, speaker, and the founder of a Virtual Caregiver Conference that addresses both sides of the equation: caregivers and their families. Both of Jeannie’s parents passed away from Alzheimer’s. She...

about 2 months ago • 19 min read

Hi [FIRST NAME GOES HERE], For long-term investors across the world, this is a highly anticipated time of year in which Warren Buffett releases his annual shareholder letter. Through the years, this tradition has yielded countless investing lessons we can use to become better investors. While many investors read his letter searching for clues of which stocks to buy or sell—which is likely a path to disappointment—we focus our attention on things we can actually implement with success as Main...

about 2 months ago • 4 min read
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Hi [FIRST NAME GOES HERE], Are you prepared for the unexpected? Attorney Christene “Chris” Krupa Downs focuses her practice on wills, trusts, advance directives, estate planning, guardianships, and probate. She has over 12 years of legal experience handling estate planning, probate & guardianship legal matters for clients in Allen, Frisco, McKinney, Plano, and throughout Collin, Dallas, and Denton counties. In addition to her practice, Chris writes and lectures for local and state bar...

2 months ago • 23 min read
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