How Can Advisors Play a Role in Closing the Financial Literacy Gap with Women Clients?

An older woman smiles with a row of bookshelves behind her. She wears a pink shirt.

It is important that advisors understand that women may present different educational needs and retirement planning strategies than men. Your female clients may not be aware of the contingencies related to the cost of long-term care and other factors that could affect retirement income.Nearing retirement is supposed to be an exciting time, the start of […]

The Disproportionate Impact of COVID-19 on Women in Retirement

An older women looks out at her desk.She is sitting in front of a computer. There are two triangles color, dark blue and teal. The image has text that reads Women in Retirement Series Read More

The COVID-19 pandemic  heralded what NBC and other news outlets are calling a “She- cession” – a recession that has particular impact for women of all ages. An unexpected population impacted by COVID-19 – women of retirement age. Prior to the pandemic, women of retirement age were disproportionately less secure financially than their male counterparts […]