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Transitional Phases in Your Financial Life


Many women face particularly daunting money challenges during periods of financial transition—marriage, divorce, job loss, retirement, sending kids off to college, and other changes to their own or their family’s financial circumstances.  Through specifically tailored investor education resources developed by NASAA (North American Securities Administrators Association) and on-site presentations to women’s groups, women can invest with confidence and steer clear of investment fraud.  Here's why:
  • 99 percent of women will be financially responsible for themselves or their families at some point (Source: Wi$eUp)
  • More women than ever before – 40 percent – serve as their household’s primary breadwinner. (Source: Wi$eUp)
  • Nearly 2/3 of women ages 40 to 79 have experienced a major financial transition such as divorce or job loss.  (Source: AARP)
  • Women typically live longer than men and must be financially prepared for a longer retirement.
  • Less than half of women have a retirement plan. (Source: U.S. Social Security Administration)

Read more about the various transitional
phases of your financial life and the considerations you should make.  For more general information about wise investing and fraud prevention, you can visit the Investor Resource Library, General A to Z.