…the financial services industry. It’s called The Retirement Gamble: https://www.pbs.org/video/frontline-retirement-gamble/. Here’s a pdf link to the Vanguard study: https://advisors.vanguard.com/iwe/pdf/ISGQVAA.pdf This increase doesn’t happen every year, because sometimes markets can be…
…challenge will be making big strides for women and implementing progressive change in a stale industry. Footnotes: https://www.forbes.com/sites/sashagalbraith/2011/03/18/financial-services-the-industry-women-love-to-hate/#7e698bf578a7 https://www.bls.gov/cps/cpsaat03.htm https://www.forbes.com/sites/bridgetbrennan/2015/01/21/top-10-things-everyone-should-know-about-women-consumers/#533dfab06a8b https://www.cfp.net/news-events/research-facts-figures/cfp-professional-demographics https://www.tiaa.org/public/pdf/income_gender.pdf https://www.ml.com/bulletin/4-gaps-that-can-put-women-at-financial-risk.html https://blog.dol.gov/2017/03/01/12-stats-about-working-women https://www.aauw.org/resource/the-simple-truth-about-the-gender-pay-gap/ https://womenintheworkplace.com/#pipeline-data https://www.ssa.gov/news/press/factsheets/ss-customer/women-ret.pdf https://assets.aarp.org/rgcenter/il/fs10r_homes.pdf https://sqy7rm.media.zestyio.com/EqualPayDay.pdf https://www.fidelity.com/about-fidelity/individual-investing/better-investor-men-or-women…
…you up for a sound financial future. For more information, schedule a call with a member of our team. Footnotes: https://www.newyorklifeinvestments.com/assets/documents/lit/women-and-investing/women-investing-analytical-report.pdf https://www.bankrate.com/loans/personal-loans/purchasing-power-of-women-statistics/#purchasing https://hermoney.com/invest/financial-planning/more-than-half-of-women-control-household-finances-investments-and-retirement-planning/ https://fortune.com/2022/09/06/women-workforce-fed-rates-consider-full-employment-katica-roy/ https://www.ally.com/do-it-right/investing/should-women-invest-differently-than-men/ https://www.health.harvard.edu/blog/why-men-often-die-earlier-than-women https://www.plansponsor.com/health-care-retirement-will-cost-average-315000 https://www.pewresearch.org/fact-tank/2023/03/01/gender-pay-gap-facts https://www.brookings.edu/essay/how-does-gender-equality-affect-women-in-retirement/ https://www.cfp.net/news/2023/01/cfp-board-exceeds-95000-cfp-professionals…
…challenges that may stand in the way of the client’s financial success. For help building your financial plan, please schedule a call. Footnotes https://www.sec.gov/rules/interp/2019/ia-5248.pdf https://www.sec.gov/rules/final/2019/34-86031.pdf https://www.finra.org/rules-guidance/key-topics/suitability https://www.statista.com/statistics/240102/average-player-career-length-in-the-national-football-league/ https://dunkorthree.com/nba-player-career-length/ http://baseballreflections.com/2020/03/19/career-paths-for-baseball-players-after-professional-sports/ https://www.irs.gov/individuals/international-taxpayers/foreign-earned-income-exclusion…
…Inland Empire Area Los Angeles Area Orange County Area Sacramento Area San Diego-Chula Vista-Carlsbad Area San Francisco-San Jose Area Colorado Denver-Boulder-Colorado Springs Area Connecticut Milford Area New York-Tri-State Area District…
…https://www.legis.nd.gov/cencode/t10c32-1.html Oklahoma 18 OK Stat § 18-2005 (2014) https://law.justia.com/codes/oklahoma/2014/title-18/section-18-2005/ Tennessee C.A. §48-249-309 https://law.justia.com/codes/tennessee/2010/title-48/chapter-249/part-3/48-249-309 Texas Texas Business Organizations Code §§101.601 – 101.622 https://statutes.capitol.texas.gov/Docs/BO/htm/BO.101.htm#M Utah Utah Revised Limited Liability Company Act §…
…Shiller, S&P Dow Jones Indices, Federal Reserve, author’s calculations Annualized Inflation Rate, http://www.moneychimp.com/articles/econ/inflation_calculator.htm, 01/01/1971-12/31/2021 Compound Annual Growth Rate with dividends = 8.31%, without dividends = 5.16%. http://www.moneychimp.com/features/market_cagr.htm, 01/01/1971-12/31/2020, adjusted for…
…Research Institute: https://www.ebri.org/docs/default-source/ebri-issue-brief/ebri_ib_431_rcs.pdf?sfvrsn=1e8a292f_0 Insured Retirement Institute – Boomer Expectations for Retirement 2018: https://www.irionline.org/research/article/boomer-expectations-for-retirement-2018/ Fidelity: https://www.fidelity.com/bin-public/060_www_fidelity_com/images/Viewpoints/PF/safeguard_retirement_chart2.jpg United States Census Bureau – Older People Projected to Outnumber Children for First Time in…
…Government agencies, like the NSA; and private companies, like Intelius.com or mylife.com, collect tons of data every day, simply by tracking mobile phone activity, internet browsing activity, and credit card…
…those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written…
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