Broker Check
Wealth Planning for Women

Wealth Planning for Women

March 01, 2022
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As women, our path is personal and unique. While life is different for each of us, there are significant similarities.

  • Often, we work more, earn less, and take more time off to care for others.
  • We make up more than half the population and control half the wealth in the United States
  • On average we have a longer life expectancy than men and therefore have increased expenses in retirement.
  • We know inequality still exists and was exacerbated by the pandemic.

For these reasons and more, it’s critical for women to plan for the long haul. We understand the unique challenges and opportunities you face because we experienced them first-hand. That’s why we are so dedicated to helping women prepare for the future by taking a long-term approach to investing and focusing on what truly matters to them.

Learning how to make your money work for you through a comprehensive financial plan is the best way to build your wealth, protect your assets and create a legacy for your family. Setting goals, evaluating your spending habits, creating a budget, establishing an emergency fund, and choosing a retirement savings vehicle are all part of the process of creating your plan.

It’s been said that women make better investors because they are thoughtful and less reactionary and there is merit to that. Having a financial adviser in your corner who understands your journey can make all the difference in helping you become a confident investor and achieving financial success.

Be sure to visit our business page “Knox Grove Financial” on Facebook for access to our Financial Wellness in 2022 – One Step at a Time campaign. For more information, call us at 609-216-7440.