Archive - July 12, 2018

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Women Have Special Financial Needs That Advisors Overlook

Women Have Special Financial Needs That Advisors Overlook

by Eve Kaplan, CFP(R) Professional

Women have special financial needs that advisors overlook in two ways: 1) advisors don’t always acknowledge the different planning needs women have and 2) advisors don’t always communicate well with female clients – especially if they client comes to a meeting with her husband. It’s very common for a male advisor to spend much or most of the face time in meetings talking to the husband and ignoring the wife. For these two reasons, women may be given the short end of the stick when it comes to financial planning and investment management.

I. How …

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