95% of women will be the financial decision-maker for their families at some point in their lives, yet financial products and services often ignore women’s unique needs. As a woman, it is important to know when to start investing, how to plan for the future, and the importance of protecting those assets.
Women & Wealth video series addresses how to manage your long-term financial plans:
Welcome to the Women & Wealth video series! In this first video, we address the gender gap and some things women can do to ensure they’re planning appropriately for a solid financial future.
Where do you want to be for the rest of your life? In this Women & Wealth video session, we talk about planning and saving for retirement, education, and your estate.
Protecting yourself and your assets with insurance is yet another important piece of long-term planning, but it can also be incredibly confusing. In this session, we talk about risk management and the various types of insurance.
Investing your hard-earned money can be an incredibly intimidating leap to take, and too many people make the mistake of waiting too long to get into the market. In this Women & Wealth video session, we explain the basics of a diversified portfolio and how to invest with a long-term plan.
If you’re looking for a trusted, strategic advisor to help you with estate planning, financial advising, retirement planning, tax, or other matters, contact us to schedule a free consultation.
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