We’re on the cusp of an extraordinary time in financial history. Over the next decade, a large amount of wealth will be transferred to the next generation. It’s estimated that as much as $30 trillion in financial assets could be in the hands of women by 2030.1
However, women investors may face life events that make financial literacy and advanced strategizing especially important. Life changes like outliving a partner, divorce, and becoming a primary caregiver for a loved one can all affect one’s financial earning and investment potential.
We’re offering this guide, with straightforward advice about common situations, to encourage you to take control of your financial life. By helping you prepare for potential challenges, your financial professional may be able to help you be better prepared for whatever lies ahead. Download the free guide here.
No two paths to investing and retirement are the same, and that’s especially true for women. While many women choose to get married and have children, others choose to chart their own course, independent of a traditional family structure. Regardless of your vision, there are a few challenges that may affect your ability to prepare for retirement. Our e-guide explores effective ways to address these challenges as they develop, rather than allowing them to derail your long-term plans.
CHALLENGE #1: WAGE & EMPLOYMENT GAP
CHALLENGE #2: CAREGIVING
CHALLENGE #3: UNEXPECTED LIFE CHANGES
Whether positive or negative, change can put stress on your investment strategy. As you weather life’s ups and downs, it’s important to periodically review your investment strategy to see that it still fits your current situation. Download our e-guide to learn 5 Empowering Investing Strategies for Women.