Intuition. Patience. Discipline. A desire to learn. These are traits many women naturally possess and that can lead to confident decision-making and courageous accomplishments.

They’re also the foundation that can help build a sound investing strategy. Perhaps you bootstrapped your own business, broke through the glass ceiling, managed the home front, or benefited from an inheritance. However you got to this point, your collective experience provides the wisdom to help you boldly move forward. But that doesn’t mean doing it alone.

Working with a financial advisor and tax team who complements your investing style and listens more than talks, can help you continue making those confident decisions and keep your investment plan on track.

Holistic wealth planning that helps prepare you for the unexpected.

When highly emotional life events happen, like divorce, death of a spouse, or even an inheritance, it can be challenging to factor in the financial implications. If one (or more) of these scenarios becomes your reality, it can be a huge relief to have your team already in place. That team can help you navigate difficult decisions that could have an impact on you and your family for years to come.

Just in case, it’s best to be prepared and proactive:

  • Be aware of your family’s assets, debts, retirement accounts, insurance policies, and other financial information.
  • Gather important financial documents and safety deposit box keys and keep them accessible.
  • Make sure you and your spouse or partner have up-to-date wills and trusts, and that you discuss potential tax implications with your CPA and financial team.

The right fit can make all the difference.

Life hums along and then…something changes. Perhaps you initiated the change or maybe you had to react to it. Either way, having resources to help you navigate decision-making can help mean smoother sailing.

Considering all the aspects of life that have a financial implication is like a wave that keeps expanding.

From investing for a home, college costs, or retirement, to exploring lending and insurance options, an experienced financial team can help you manage risk while keeping you on track toward your investment goals.

 

This article was written for Wells Fargo Advisors and provided courtesy of Marah Fineberg-Kuck CFP® CRPC®


About Your Columnist

Marah Fineberg-Kuck, CFP is a featured columnist for Women Lead, the official blog of Connected Women of Influence. Marah is all about Risk Comfort Zones & the potential to Maximize Gains. As a CERTIFIED FINANCIAL PLANNER (CFP®), Nov 2021 & Nov 2020 Fortune Magazine featured, her approach my clients with a Holistic, Personalized strategy for how to best navigate the financial landscape and help preserve interests. She provides all the facts upfront, followed by a custom implementation. Committed to the financial empowerment of women, and in 2016 founded The Women’s Symposium of Southern California (WSSC), a 501(c)3 public nonprofit and a local grassroots awareness campaign with a mission to help women achieve financial literacy and improve their quality of life.

 


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