Are you on track? 8 Key Financial Ratios for High Earners in the Bay Area
|
1) Longer life expectancy: Women, on average, tend to live longer than men. As a result, women may need to plan for a longer retirement period and ensure that they have enough savings and investments to support themselves.
2) Earnings potential: Women may earn less than men due to the gender pay gap or taking time off for caregiving responsibilities. This can impact their ability to save for retirement and achieve financial goals.
3) Caregiving responsibilities: Women are more likely to take on caregiving responsibilities for children, elderly parents, or other family members. This can impact their ability to work and earn income, as well as their ability to save for retirement.
4) Investment knowledge: Women may be less confident in their investment knowledge and less likely to invest aggressively, which can impact their long-term financial growth.
5) Estate planning: Women may have different estate planning needs than men, such as ensuring that their assets are protected in the event of divorce or that their children are provided for in the event of their death.
Overall, financial planning for women requires careful consideration and a focus on building financial security over the long term. We believe in educating clients during the process so that you understand what we’re doing and feel confident about your investment plan.
1999 Harrison St
Suite 1800
Oakland, CA 94612
415-295-6206
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Copyright © Modern Family Finance 2023. All Rights Reserved.