Conversations that Women Should Have with their Financial Advisers
Many women who are extremely successful at work still find they lack some confidence when it comes to discussing and planning what to do with their wealth. If you're unsure of where to turn, a trusted financial adviser can be a valuable resource to help you make empowered decisions about your money.
Having worked with many women, I've observed a few recurring themes that women should take into consideration when making long-term financial plans. Here are a few different topics that all women should consider discussing with your own adviser.
Making savings last
Statistically, women live longer, the average life expectancy for women born in the U.S. in 2020 is 81 years, as compared to just 76 years for males. This means all women in the U.S. should save for a relatively longer retirement.
You’re reading a preview, subscribe to read more.
Start your free 30 days