The Stakes are Even Higher When Planning for Women. Here’s What You Can Do.

By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other words, you have “longevity risk.”  What […]

Women and Money: Why They Avoid Risk, Lack Confidence in Decision-Making

by Eve Kaplan, CFP(R) Practitioner Women differ from men in many ways including their attitude toward money. That’s having a growing effect on the trillion dollar financial industry. John Grey’s classic book “Men are from Mars, Women are from Venus” illustrates how the sexes view the world through different lenses. Our previous article mentioned how […]

Women Live Longer Than Men, Have Less Saved for Retirement

by Eve Kaplan, CFP(R) Practitioner “Men are from Mars, Women are from Venus” is alive and well in the financial world. Data continue to underscore differences between the sexes when it comes to financial matters. While both men and women face a retirement funding crisis in this country, I will dwell on specific planning issues […]

Widowed…And Directionless?

by Eve Kaplan, CFP(R) Losing your spouse prematurely may be your worst nightmare. That’s when you discover who your real friends are, which relatives you can count on — and the unbelievable time and stress involved in sorting through complicated legal and financial issues that immediately land in your lap. Some well-intentioned friends or family […]