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Info Kits & Guides
As you get closer to retiring, understanding how to manage healthcare costs becomes vital for your financial security. Think of this 20-page guide as your roadmap, intended to help you navigate the complexities of paying for healthcare in retirement, offering practical advice to consider when crafting your plan.
Don’t let Medicare surprise you with higher premiums in retirement. This 31-page, easy-to-understand guide from Tax Smart Retiree explains the Income-Related Monthly Adjustment Amount (IRMAA)—what it is, how it’s calculated, who it affects, and most importantly, how you can reduce or avoid it with smart planning.
There’s lots of scammy ways to make money and save money on the Internet so we decided to spend some time and research LEGIT opportunities. We uncovered 123. This valuable guide provides a short description of each, along with a link to check it out yourself.
We’ve put together the most comprehensive Medicare resources and guidance, for her, on the Internet. No more aimless Googling to find ALL the details. No more guessing about the best options for you. Here’s what you’ll find in the kit:
- 20-minute Medicare webinar
- Medicare guide
- Medicare case study
- Healthcare Essentials guide (which includes tips on navigating healthcare before Medicare eligibility)
- Plus, several decision trees designed to help you make the best Medicare decisions.
We’ve put together the most comprehensive collection of Social Security resources and guidance on the Internet. No more aimless Googling to find ALL the details. No more guessing about the best filing strategy. Here’s what you’ll find in the kit:
- Maximizing Social Security e-Class
- e-Class PowerPoint Presentation
- e-Class Guide/Workbook
- Mini Guide: Top 10 Facts About Social Security
- Mini Guide: What Every Woman Should Know About Social Security
- Checklist: What Issues Should I Consider with My Benefits?
- Social Security & Pensions: Info & Benefit Calculator
- Plus Several Decision Trees
Her Retirement Books
We’ve created a comprehensive, 130-page book to record all your important details. A valuable document for your loved ones to keep calm and carry on in your absence due to an emergency, incapacitation or your passing. Order in a PDF downloadable and fillable version, or a printed book version.
Table of Contents:
Family Info: Household, Personal Docs, Medical Info, Petcare Info
Financial Info: Insurance Info, Financial Info, Investment Info, Rental Prop Info, Housing Info, Vaca Prop Info, Biz Ownership Info, Rewards & Subscriptions
Need to Know Info: Where to find original docs/keys & more, Employer Info, Online Account Info, Burial/Memorial Services Info, Personal Notes & Contact Notes
ORDER the His & Hers Planner here.
Women are inheriting more than ever—wealth, responsibilities, and the power to shape legacies. Are you ready for what’s coming?
Over the next two decades, women in the U.S. are expected to inherit a staggering $30 trillion in assets. That’s right—$30 trillion. Whether from a spouse, parent, or family member, this wealth transfer is one of the largest in history—and women will be at the center of it.
But inheritance isn’t just about what you receive. It’s also about what you leave behind. That’s where inHERitance comes in.
This empowering 104-page guidebook written by Her Retirement founder, Lynn Toomey, helps you understand both sides of the legacy equation—from receiving an inheritance wisely to preparing your own estate and passing on your wealth, wishes, and wisdom.
Inside, you’ll discover:
- What to do when you inherit assets (and how to avoid common pitfalls)
- How to make smart, informed decisions during emotional times
- The key legal documents every woman needs to protect herself and her loved ones
- Strategies for creating a meaningful, lasting legacy—financially and personally
- How to plan for long-term care, taxes, and family conversations
You’ll also get:
- A step-by-step legacy planning checklists
- Tools to help you navigate tough conversations with confidence
- Definitions and real-world examples (no legal jargon here!)
Whether you’ve just inherited something, expect to in the future, or want to make sure your own legacy is handled with intention, inHERitance will guide you through it all—with clarity, confidence, and compassion.
Our new HappiHer, HealthiHer & WealthiHer journal only is here. It has everything in the journal and planner, except the yearly, monthly and weekly planner pages.
Our new HappiHer, HealthiHer & WealthiHer journal and planner created by Her Retirement founder, Lynn Toomey, is here.
When you invest in the HappiHer, HealthiHer & WealthiHer Journal and Planner you’ll be making commitment to yourself and an investment in yourself. We’re so happy you’ve decided to put yourself at the top of your to-do list. Congratulations!
Within the pages of our unique journal you’ll find a plethora of guidance, prompts, activities, affirmations, checklists and calendars (yearly, monthly and weekly in the Journal & Planner version)) to help you plan out and live your best life, however YOU define it.
You or a friend or family member will love our 24-page guide, workbook & journal to help make the transition to retirement easier and more intentional. In addition to exercises, you’ll have several pages to journal your thoughts and ideas.
Never Too Late to Launch is a 160-page book created especially for women 50 and beyond who are ready to turn their experience, skills, and dreams into a thriving business. Whether you’re starting fresh after a career change, reinventing yourself after life transitions, or finally bringing that “someday” idea to life, this book is your roadmap to launching with confidence.
Inside, you’ll find:
- Step-by-step marketing strategies designed for today’s digital world (without the overwhelm).
- Practical exercises and tools to clarify your brand, reach your ideal audience, and stand out.
- Real-world insights to help you manage time, energy, and resources while building momentum.
- Encouragement tailored to women 50+, tackling unique challenges and celebrating the advantages of launching later in life.
Note: this book is currently available for pre-order. Books are scheduled to ship by the end of January, 2026, along with your free gift for pre-ordering
Authored by Her Retirement, this 100+ page book addresses a myriad of questions based on listening and learning from pre- and post-retirees for the past 30 years. The book also explains key retirement planning strategies in a straight-forward, easy to understand manner. By incorporating these strategies into your retirement, you may just be able to live the retirement you’ve imagined. Printed in a “workbook” style format, you’re encouraged to take notes and start creating your plan. Pick up this book and stop dreaming and start doing
Ready to turn your everyday experience into income?
This digital playbook gives women 50+ the step-by-step roadmap to start creating and getting paid for authentic user-generated content (UGC). It’s a full UGC course in a book format. Many women are making $2,000-$10,000 a month in UGC!!
You don’t need followers, filters, or fancy equipment — just your phone, your perspective, and your personality.
Inside the 30 pages, you’ll learn:
✨ What UGC really is (and why women over 50 are in high demand)
✨ How to find brands that want you — not influencers
✨ How to film and pitch your first paid content
✨ Pricing, contracts, and what to charge with confidence
✨ Templates, tools, and scripts (including my go-to Fiverr pitch) and much more
If you’ve ever thought, “I could do that!” while scrolling — this playbook shows you exactly how.
For just $27, you’ll get the knowledge, examples, and confidence to start your second-act side hustle — creating content that feels real, looks great, and pays well.
Retirement is Better Gift Boxes
Do you know a man or woman who’s getting ready to retire or is already retired, and you’d like to give him or her a unique and memorable gift to celebrate retirement?
The Retirement is Better Box is filled with fun and practical gifts to help that special someone smile and commemorate this big, happy (and sometimes a little stressful) transition. Retirement is Better!
Hilarious Gift to Retirees
Do you know someone who’s retiring who could use a good laugh? This super fun gift pack includes:
- 50 Fold-over RETIRED Business Cards
- RETIRED Business Card Wallet
- 4” x 6” ASK SOMEONE ELSE Notepads
- RETIRED Key Faub
- Seniors Texting Code card
Shirts & More in the Second Half Store
Inspired products for HER. A perfect gift for a family member, friend or yourself. Great gifts for a retirement celebration too.
Note: all products are the brainchild of Her Retirement founder, Lynn Toomey and 10% of all proceeds go to benefit the Dana Farber Cancer Institute in memory of Lynn’s mother, Carol Toomey who passed away from Ovarian Cancer on April 1, 2023. Carol inspired Lynn to Be the Her in Hero her entire life.
Other Good Books
In Case You Get Hit By a Bus
“Every adult needs to own this book.” (Recent reader review)
A step-by-step program for getting your life in order, so you’re prepared for the unexpected.
When you finish this book, you will have:
- A system for managing all your passwords and secret codes
- Organized your money and assets, bills and debts
- A complete understanding of all the medical directives and legal documents you need––including Wills, Powers of Attorney, and Trusts
- A plan for meaningful photos, recipes, and family heirlooms
- Records of your personal history, interests, beliefs, and life lessons
- An instruction manual for your home and vehicles
- Your funeral planned and obituary written (if you’re up for it)
- A step-by-step program for getting your life in order, so you’re prepared for the unexpected.
How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won’t Get from Your Financial Advisor
How to Retire Happy, Wild, and Free offers inspirational advice on how to enjoy life to its fullest. The key to achieving an active and satisfying retirement involves a great deal more than having adequate financial resources; it also encompasses all other aspects of life — interesting leisure activities, creative pursuits, physical well-being, mental well-being, and solid social support.
World-class author and innovator Ernie J. Zelinski guides you to:
- Gain courage to take early retirement; in fact, the earlier the better.
- Put money in proper perspective so that you don’t need a million dollars to retire.
- Generate purpose in your retirement life with meaningful creative pursuits.
- Follow your dreams instead of someone else’s.
- Take charge of your mental, physical, and spiritual health.
- Better envision you retirement goals — including where you want to live.
- Above all, make you retirement years the best time of your life.
What sets this retirement book apart from all the others is its holistic approach to the fears, hopes, and dreams that people have about retirement. This international bestseller (over 110,000 copies sold in its first edition) goes way beyond the numbers that is often the main focus of retirement planning in most retirement books.
