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CERTIFIED FINANCIAL PLANNERS™



Womens Wealth



Why is financial planning for women different?

Financial Planning for Women: Women in general earn less that men, possess less savings than men, and receive less in retirement and Social Security benefits, yet live 5 years longer than men. Women spend an average of 12 years out of the workforce caring for children. Due to a combination of all of these factors, women are considerably less likely than men to actually be saving for retirement and as a result are more concerned than men about their ability to meet their financial goals.

Professional women earning a good income should be planning for retirement and financial security. Marriage can also have an impact on how you plan and protect your financial future.

Widowhood Is Hard: Helping a client after a spouse has passed away with their emotional and financial issues over the years, I have seen up close how overwhelming it is to lose a loved one. There is a long list of important things to do after losing a husband or wife. Having a trusted financial advisor that will work alongside of your attorney should be at the top of your list. You don’t need to make BIG decisions right away. It is important to take care of yourself first with rest, exercise and eating right. Another very important part of healing is seeking out a grief support group. The best group may be one of the groups you are already involved in.

Divorce: No matter if it is you or your husband seeking the divorce it is emotionally exhausting! Seeking the advice from professionals at this time is paramount. One of the first things you need to do is pull statements on all assets whether it is joint, spouse or single registration in your name or his, as well as copies of the last few years complete tax return. Be sure to include all pensions and retirement accounts, TSPs or 401ks, along with the value of the house you live in and any other properties.

You will want to meet with 3 or 4 divorce attorneys in order to find one that you think will be aggressive enough to fight for you, but not ratchet up the battle, creating more friction and costing you more money.

You will want to make an assessment of your current financial planner. It may be necessary to get a new advisor who you do not share with your current husband as it is important to make sure that advisor can and will be very loyal and supportive at this critical time in your life. John and Laura specialize in Life Changes and Money. “We’ve walked this road with other clients and have the expertise to guide you through.”



CERTIFIED FINANCIAL PLANNERS™

While managing over $450 million of assets for pre-retirees, retirees, business owners and their families, our warm and friendly team focuses on individual needs, appropriate solutions and strategies, and, most importantly, the financial peace of mind of those we serve.


  • 13 East Deer Park Drive,
           Gaithersburg, MD 20877
  • 1-800-878-9704
  • JohnandLaura@medalliongroup.com

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