WEALTHTRACK WOMEN

Learn about this initiative from Consuelo.

  • WIDOWHOOD: THE MOST TRAUMATIC TRANSITION OF ALL
    Of all the transitions women go through — marriage, childbirth, divorce — becoming a widow quite likely is the most traumatic. Advising recently-widowed female investors is emotionally draining, our financial advisors say. Having previously looked at the need for women investors to think of themselves as “pre-widows” before their husbands die, WEALTHTRACK WOMEN now looks at what new widows must do, and just as importantly, what they should not do, at least not before the grieving subsides.
    WATCH NOW…
  • HOW YOUR FINANCIAL PLAN CAN GO OFF COURSE
    That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
    WATCH NOW…
  • PRENUPS MAKE A LOT OF $ENSE
    There may be no greater threat to a woman’s financial security than getting divorced. You need to strategize ahead of time, then be ready to fight for yourself and your children.
    WATCH NOW…
  • FINANCIALLY SURVIVING A DIVORCE
    There may be no greater threat to a woman’s financial security than getting divorced. You need to strategize ahead of time, then be ready to fight for yourself and your children.
    WATCH NOW…
  • FIRST THINGS FIRST: WHAT’S YOUR FINANCIAL PLAN?
    Studies show women aren’t as interested in money and investing as men. Big mistake. With longer life expectancy and today’s high divorce rate, up to nine out of 10 women will be solely responsible for their finances at some point in their lives.
    WATCH NOW…
  • HOW A WOMAN INVESTOR DIFFERS FROM A MAN
    That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
    WATCH NOW…
  • TAX TIPS THAT MAY $AVE YOU MONEY
    When you go to your financial adviser, how much time do you spend talking about taxes? Probably not enough. Incomes taxes, capital gains taxes, estate taxes . . . you know what they are. For these financial advisers, each of whom specializes in women clients, talking about taxes is a priority. You should hear what they’ve got to say.
    WATCH NOW…
  • THE IMPORTANCE OF TAX PLANNING
    As the saying goes, it’s not what you make, it’s what you keep. A woman’s chances of achieving financial security — both today and for all the tomorrows to come — improves greatly with sound tax planning. These skilled financial planners, all of whom specialize in women clients, have some money-saving suggestions that, if you’ll pardon the pun, make a lot of “cents.”
    WATCH NOW…

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