The Post Every Woman Should Read on Financial Planning

In our experience, couples may come in together, but each has a different focus – quite often it’s the women who lead the discussion about planning for the guardianship of children, and the men who lead the discussion about financial planning.

However, Financial Planning is a subject which has a significant impact on women—in fact, this article in Forbes (click HERE) suggests that planning may affect women even more than men because “Among Americans 65 and older, 42% of women, but just 14% of men are widowed. Women’s longer life expectancy, combined with their tendency to marry older mates and their lower lifetime earnings means they are far more likely to see their living standards compromised in retirement if proper estate / financial planning isn’t done.”

Make sure this doesn’t happen to you! Be involved in both the Estate & Financial Planning Process. Talk to your partner. Need help getting started? Read the Forbes article; better yet – give us a call & we can help you get the conversations going. Remember, you can’t predict the future, but you can Plan for it.