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27%OF WOMEN ADMIT THAT NOT BEING CONFIDENT IN THEIR ABILITY TO INVEST IS HOLDING THEM BACK FROM STARTING OR INVESTING MORE OUTSIDE OF RETIREMENT ACCOUNTS
Source: Fidelity Investments, “Women’s History Month 2024 Survey”
90%of women will be their family's primary financial decision maker at some point in their lives.
Source: Morningstar, “100 Must-Know Statistics About Women and Retirement,” 2021
59%OF WORKING WOMEN FEEL BEHIND WHERE THEY SHOULD BE IN SAVING FOR RETIREMENT, WITH 38% FEELING SIGNIFICANTLY BEHIND.
Source: Bankrate’s 2024 Retirement Savings Survey, August 2024
We celebrate women; committing to Empower, Educate, and Enrich our women clients.
We can spend time working with and educating your family members, such as your adult children and grandchildren.
Jay has also earned the Accredited Domestic Partnership AdvisorSM designation, which covers issues surrounding wealth transfer, federal taxation, and end-of-life planning needs for domestic partners.
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