More women than ever are juggling work, family, children and community activity. Many women also serve as primary caregivers to children and/or their elderly parents. Managing money in the middle of all of this is no easy task and research shows that women are not as confident as men when it comes to financial matters.
It's never too late to improve your financial health and security.
If you answered all "yes's" to the above, it sounds like you have family financial matters well thought out. However, this blog may provide you with additional resources:
If you answered any "no's" to the above, it sounds like you may benefit from additional guidance around caring for your family's finances. We recommend you read this publication (e-book) for important information about ways to make the most of caring for your family's long term needs.
Most women today are living lives very different from their mothers. More women are working, significantly contributing to a family's finances and serving as caregivers for their children and parents. With so many immediate tasks at hand, many women often delay longer term financial matters.
If you answered all "yes's" to the above, it sounds like you have family financial matters well thought out. However, this blog may provide you with additional resources:
If you answered any "no's" to the above, it sounds like you may benefit from additional guidance around caring for your family's finances. We recommend you read this publication (e-book) for important information about ways to make the most of caring for your family's long term needs
Women are achieving more and more success in the workplace. However, studies show that their retirement savings aren't faring as well as their male counterparts.
It's never too late to start saving and there are some simple ways to get started.
If you answered all "yes's" to the above, it sounds like you are in good shape with your retirement planning. However, it might be worthwhile to check out this:
If you answered any "no's" to the above, it sounds like you may benefit from additional guidance in retirement planning. We recommend you read this publication (e-book) to get you started.
Insurance is a vital protection but can be confusing relative to what you might need and how you get it. While some types of insurance are mandatory, others mitigate financial risks should something happen to you or a spouse.
If you answered all "yes's" to the above, it sounds like you have family financial matters well thought out. However, this blog may provide you with additional resources:
If you answered any "no's" or "unsure" to the above, it sounds like you may benefit from additional guidance around insurance options. We recommend you read this publication (e-book) for important information about understanding your finances and insurance options.
When it comes to Estate Planning, women face a unique set of challenges. Statistically, women outlive their male counterparts, are often playing a caregiving role, and tend to approach estate planning from a very different perspective.
An estate plan can save time, money and heartache but also provide numerous protections for women and the people and causes they care about.
There are some basic estate planning documents every woman should have in place.
If you answered all "yes's" to the above, it sounds like you have family financial matters well thought out. However, this blog may provide you with additional resources.
If you answered any "no's" to the above, it sounds like you may benefit from additional guidance in estate planning. We recommend you read this publication (e-book) to get you started.
While taxes are not gender specific, there are many tax considerations that can help women better take care of their families, advance their businesses, and plan for retirement. Given the most recent tax reform, here are some questions you should be asking yourself.
If you answered all "yes's" to the above, it sounds like you have family financial matters well thought out. However, this blog may provide you with additional resources:
If you answered any "no's" to the above, it sounds like you may benefit from additional guidance around taxes. We recommend you read this publication (e-book) to get you started.
Illiquid assets are things of value that are hard to convert to cash quickly and/or without losing a lot of value in the process. If you own a business or real estate there are many things to take into consideration. Even your career can be considered an illiquid asset! Here are some questions you might ask yourself about illiquid assets.
If you answered all "yes's" to the above, it sounds like you have family financial matters well thought out. However, this blog may provide you with additional resources.
If you answered any "no's" to the above, it sounds like you may benefit from additional guidance around caring for your family's finances. We recommend you read this publication (ebook) for important information about ways to make the most of caring for your family's long term needs.