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Women and Investing

Investing in your financial future is important to both men and women. However, women face unique challenges, such as lower pay, less time working, and increased longevity. These challenges make it more difficult for women to build the financial future they want. Whether you’re single, in a relationship, starting out financially, or well established in your career, our financial advisors at Okun Financial Group are here to help you pursue your financial dreams.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Why Investing Is Important</span>

Why Investing Is Important

You already understand the importance of saving money, but the only way to combat inflation and build lasting wealth is to invest. As a woman, you may be less likely to take investment risks, putting all your savings towards secure and low-yielding financial products. This strategy may preserve your nest egg, but it will not help you accumulate the wealth you need to live a prosperous retirement and enjoy the life you deserve. 

At Okun Financial Group, we’re here to help you sort through the complexities of your investment decisions. You don’t have to select high-risk investments, but you also can’t put all of your eggs into low-yielding baskets. We’ll help you prioritize your financial goals and set you on the path to pursue them with all the resources available to you.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Unique Challenges Women Face</span>

Unique Challenges Women Face

Women like you face unique challenges in the investment world. Maybe you’re raising kids alone, maybe you took a long break from the workforce to care for your family members, and maybe you have never received the financial advice you need to reach the next level. Here are some common challenges that may make it more difficult for you to enjoy the financial success you deserve:

  • Longevity
  • Lower pay
  • Less time working
  • Lack of involvement
  • Lack of confidence
  • Risk avoidance

Statistically, women live longer than men. And yet, they typically earn less over the course of their careers. Gender gaps in salaries are part of the reason, but women also are more likely to work part-time or take time off to care for family members than men. As a woman, you may also not have been involved with your finances. You could be afraid of risk, and you may even lack confidence in your abilities to succeed financially. While these are all real challenges you may face, we’re here to help you overcome them.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">How to Prioritize Your Investment Goals</span>

How to Prioritize Your Investment Goals

Being a woman will not hold you back from pursuing your financial goals any longer. When you work with our team of professionals, we’ll help you prioritize your investments. The first step may be to create a financial plan. When you meet with our advisors, we’ll go into detail about your current financial situation, discussing your assets, debts, income, and expenses. Then we will get clear about your financial goals. Together, we’ll create a plan to help you reach them.

FAQs about Women & Investing

Why Is Investing Important for Women?

It’s important to save money for your future, but keeping your hard-earning cash in a savings account will not help you reach your financial goals. Long-term and short-term investments can help you increase your nest egg, allowing you to retire and enjoy a comfortable lifestyle. Investing your money is also the best option for combating inflation.

How Can I Prioritize My Financial Goals?

It starts by scheduling a meeting with one of our financial advisors. We help you understand your current financial situation and put you on the path to reach the goals you have. Whether you want to start a business, buy a house, retire early, or put your kids through college, your financial goals require a plan and action. We can help you with both, and we’ll keep you accountable along the way.

How Can a Financial Advisor Help Me Reach My Goals?

Our financial advisors understand the complexities of the financial world. We can look at your current situation and see a clear path to pursuing your financial goals. We’ll explain your options and we won't forget any part of financial planning. This includes insurance, long-term care, tax reduction and estate planning strategies, as well as investment management.

Talk to Us about Your Investment Goals

It’s time to get started with your financial goals. Don’t wait any longer to take action towards your future. The sooner you create a financial plan, the sooner you’ll reach your goals. Contact our team of advisors and make an appointment to discuss your investment needs.

Contact Us

Kathie H. Okun, CLU, ChFC, LUTCF

President / Wealth Advisor
Investment Advisor Representative of Lincoln Financial Advisors Corp.

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