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Wall Street traditionally has been a male-dominated field. In fact, 86% of Investment Advisors are men, with an average age of 50+, so it is no surprise that women whose expertise lies in other areas may feel uneasy amidst complex calculations and long-term financial projections. Just the jargon of personal finance can be intimidating: 401(k), 403(b), fixed, variable. To someone inexperienced in the field of personal finance, it may seem like an entirely different language.
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Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.2
Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance.
Financial planning is more than just a good idea. Research has consistently shown that people who have financial plans -- and who work with financial advisors -- save and invest far more and are nearly twice as likely to feel on track or ahead of schedule in preparing for major financial goals, such as retirement.1While having a financial plan is important for everyone, it is especially so for women. The gender wage gap, longer life expectancies, and potential retirement funding shortfalls are just a few of the factors that underscore women's need to plan ahead. We get it. And we are here for you.
1Insured Retirement Institute, news release, "Investors Better Prepared for Retirement, Still Lacking Financial Knowledge," August 19, 2014
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