Women, Winning In Wealth Today

“Only 24 percent of women are confident in their investing skills?* Not in my world and not in yours. Try 100 percent. You have this investing thing down cold because you are in charge of the two things that matter most; the checkbook and common sense.”

This passage is taken from Chapter 4 of my recent book, “The Coffeehouse Investor’s Ground Rules – Save, Invest and Plan for a Life of Wealth and Happiness.”

I might be a little biased, but over the past quarter-century, I have noticed that women in particular have tuned into The Coffeehouse Investor’s ground rules because it allows them to take charge of their financial destiny while ignoring the male-driven arrogance of Wall Street.  

According to a 2019 study by UBS “Own Your Worth: Why women should take control of their wealth to achieve financial well-being,” more than 80 percent of women around the world are involved in day-to-day household financial decisions. However, over 60 percent of these same women do not participate in any investing decisions or longer-term financial planning for retirement.

Rewrite Your Story

The Coffeehouse Investor changes that narrative, inviting women (inviting all of us!) to ignore Wall Street because we know we are maximizing returns in our portfolios.

This freedom allows us to focus on planning issues that matter most of all, like tax planning, estate and insurance planning, eldercare planning, and risk management through portfolio design.

Maybe it is time to adopt financial ground rules and change your narrative.  

Strategies That Work

Let's connect and strategize your plan for accumulating wealth while working and your withdrawal strategy during retirement. If you have $1 million or more of investible assets and are in or close to retirement, connect with me.

* 2018 Fidelity Investments Women and Investing Study