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Monthly Archives: January 2015

How to Help Your Daughter Achieve Financial Security in the Future

How to Help Your Daughter Achieve Financial Security in the Future

When it comes to estate planning, many women want to ensure that certain values are passed on to their children. By finding a financial advisor who understands the importance of this type of topic, options like ethical wills can be utilized. While this type of legacy planning is a very worthwhile activity, mothers don’t need to wait that long to instill the right type of financial lessons in their children. Continue reading

What are the Benefits of Working with a Female Financial Advisor?

What are the Benefits of Working with a Female Financial Advisor?

A recent survey by Wells Fargo found that nearly half of affluent women believe they will end up working longer in an attempt to solve the challenge of living after retirement without a paycheck. In addition, statistics show that despite achieving more success in the professional world than ever before, women are still behind men in terms of 401(k) contributions. That lag is evident both with how often women contribute and the total amounts they contribute. Continue reading