Retirement Planning for Women Over 55

Retirement Planning | Tax Planning | Investment Management

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"Whether you are single by choice, by divorce, or widowed, your planning needs are special."

Hi, I'm Eric

Founder and lead Financial Planner of Blake Wealth Management located in beautiful, historic downtown McKinney, Texas.

Over the last 25 Years as a financial advisor, I have realized that my true passion is helping women plan for a successful retirement.

On average, women earn 82% of what their male counterparts earn. This often results in lower Social Security and pension benefits, less retirement savings, but a longer average life expectancy.

Overcoming the gender pay gap requires better, smarter retirement planning. Maximizing Social Security benefits, minimizing taxes, and investing smarter is critical to living the retirement you deserve.

As you approach retirement, the decisions you need to make can appear intimidating and endless. The aim of our team is to simplify this decision-making process as much as possible.

Picture of Eric Blake, CFP® in a suit standing in historic downtown McKinney, Texas
Meet Eric

Who We Serve

PLEASE NOTE: Yes, we do work with couples. However, it is imperative that each spouse be actively involved in the retirement planning prcoess.

Welcome to The Simply Retirement Podcast

Welcome to The Simply Retirement Podcast with Eric Blake, Founder and Lead Financial Planner with Blake Wealth Management.

Our goal is to support women approaching retirement and help them navigate the challenges of this important phase of life.

With years of experience, Eric and his guests provide insights and advice on retirement planning, specifically for widows, divorcees, or women who are simply ready to take control of their financial future.

Why It’s Essential for Women to Understand Money

If you’re like most women today, you are managing a multitude of responsibilities, constantly balancing the demands of work and family, health and exercise, and even trying to squeeze in a personal life.

As multitaskers, women have learned that having a plan and learning to delegate are essential to accomplishing the things that are important to you.

What is Your Money Purpose?

For many women, understanding your purpose for your money can be the key to becoming more engaged in managing your investments.

While financial goals are important, they are often too linear and impersonal and can feel restrictive.

When you understand the purpose for your life, the things that are most important to you, the purpose for your money becomes clear.

This clarity creates incredible motivation, inspiring you to become more engaged in your financial life.

Get Your FREE Simply Retirement Roadmap™

Our complimentary process to help you answer your most important retirement questions.

This process will also help you evaluate our services and make an
informed decision about working together.

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