Financial insights for women

Take control of your finances – and your future

women and investing

When it comes to managing your money, planning for retirement or paying for a major expense, your needs are unique. That’s why we’ve developed a set of tools and insights tailored to the economic goals and concerns of women. Build your financial savvy and talk to your trusted advisor for customized advice, so you can be ready to make the right decisions for the future you want - and deserve.

Financial You magazine

By evaluating your financial goals in retirement, you can better prepare for your financial future and reduce risk. Help strengthen your knowledge with helpful tips and information specially designed to assist women in preparing for and living in retirement.

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Preparing for retirement can be daunting. We simplify the process with planning tools and information geared for women’s particular challenges - so you can make smarter decisions for living the life you want.

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Social Security

Social Security will likely play a key role in your financial future. But do you know what to expect from your benefits and how to maximize their impact? Your advisor has insights and tools that can help guide you as you make the best decisions for tomorrow.

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Health Care

Your financial plan should consider your future health care costs, and it’s important to start planning today. Take advantage of beneficial programs and resources, so your finances stay healthy, for many years to come.

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College Funding

Sending kids or grandkids off to college is a major milestone - and a major expense. Our Guide to College Funding can help you plan for the costs and make the most of your savings options. That way, you can protect your own future, while helping your family prepare for theirs.

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Basics of Investing

Making the most of your money starts with knowing where you are and where you want to go. Our resources help you learn more about the basics of investing, so you can see the big picture and lay the groundwork for the financial future you want.

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Divorce and Money

Managing money through a divorce can be challenging. Luckily, the right advisors and the right planning can lessen the burden and set you up for a promising financial position, during and after divorce.

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