Women Need to Know
Did you know that women control a majority of the wealth in the United States? Women usually end up in charge of family finances because they outlive their husbands or get divorced. Husbands who handle all the financial matters without sharing the knowledge with their wives are not doing their spouses a favor. Anyone who does not have a working knowledge of household finances can be taken advantage of. I am passionate about empowering women financially. As a CERTIFIED FINANCIAL PLANNER™ professional, I teach about various levels of personal finance and financial planning from cash management to risk management to tax strategies to investments to retirement planning to employee benefits to estate planning.
Women often have saved less for retirement because they have taken time away from jobs to raise children and/or care for loved ones. This means that in addition to having saved less in employer-sponsored retirement plans, they have allocated fewer dollars to Social Security for retirement income. In other words, women need to make saving and financial planning a priority. I listen to hear what is important to my clients. Together we then prioritize their goals and set strategies to pursue those goals. Financial planning not only teaches people to look ahead toward their future, it can provide financial confidence.
This is meant for educational purposes only. It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. Waddell & Reed does not offer tax or legal advice. 08/19