Financial Planning For Women

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Retirement Planning Considerations for a Stay-at-Home Spouse
Married couples often decide together that one spouse should be the primary breadwinner while the other stays home to take care of family members.
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Retirement-Planning Tips for Women
More women are working and taking charge of their own retirement planning than ever before.
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Women and Money: Taking Control of Your Finances
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position. That means constructing and implementing a plan. With a financial plan in place, you'll be better able to focus on your financial goals and understand what it will take to reach them. The three main steps in creating and implementing an effective financial plan involve: Developing a clear picture of your current financial situation Setting and prioritizing financial goals and time frames Implementing appropriate saving and investment strategies
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Why Women Need Life Insurance
Today, women have more financial responsibilities than ever before.
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Four Things Women Need to Know about Social Security
Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor benefits that can help you and your family members.
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Women and Estate Planning Basics
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.8 years longer than men.* That's important because it means there's a greater chance that you need your assets to last for a longer period of time and a greater need to plan for incapacity. It also means that you need to take responsibility for your own estate planning.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.