Women's Resource Center
Are you a woman who may need financial planning or investment help after losing a spouse due to death or divorce, changing jobs, or preparing for retirement?
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 Are you a woman who may need financial planning, or investment help after losing a spouse due to death or divorce, changing jobs, or preparing for retirement?

On this page, you'll find a wealth of information dedicated to women on:
  • Our unique challenges and opportunities as women investors
  • Budgeting tools
  • Net worth calculators
  • Risk tolerance profiler
  • Financial planning tools
  • Women's resource events

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. 

How Women Are Different from Men, Financially Speaking - We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. In the financial world, women often find themselves in very different circumstances than their male counterparts. 

A Retirement Income Roadmap for Women - More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your grandchildren? Whatever your goal, you'll need a retirement income plan that's designed to support the retirement lifestyle that you envision, and minimize the risk that you'll outlive your savings. 

Getting Help from a Financial Professional - Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business, or a career change? Too busy to become a financial expert but needing to make sure your assets are being managed appropriately? Or maybe you simply feel your assets could be invested or protected better than they are now. 

Women & Work: Why Salary, Benefits, and Work-Life Balance Count - As you progress along your career path, there's no telling how far you'll go. But to fully reap the financial rewards of all your hard work, you'll need to take charge of your own career--here are a few issues you'll want to pay close attention to. 

Investing as a Couple: Getting to Yes - In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn't always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing more aggressively--or vice versa. How can you bridge that gap? 

Adjusting to Life Financially after a Divorce - In addition to the emotional impact a divorce can have, it's important to be aware of how your financial position will be impacted. Now, more than ever, you need to make sure that your finances are on the right track. You will then be able to put the past behind you and set in place the building blocks that can be the foundation for your new financial future. 
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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.