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You're focused on living life today, but also want to have all you need to live the life you want in the future.Understanding opportunity costs is key to deciding how much to spend, save, and invest. More >

You balance your family’s current financial needs with saving for college and retirement. Concerns may include the best savings and investing vehicles, and creating an estate plan to protect and provide for your family. More>

Your focus is on your career or business. Concerns may include tax efficiency, deferred compensation, illiquid wealth and income & asset protection. Tools to time-effectively manage finances and your plans are key. More>

A divorce creates special planning needs. Your concerns include an equitable financial settlement, tax implications of child and spousal support, securing pension and social security benefits, and reinvestment of assets. More >

You're balancing the needs of two generations with your own. Your concerns include long-term care, college funding and everything in-between. The inter-generational "money talk" can maximize everyone's financial life. More >

You have done well, and are committed to doing good. Your philanthropy ensures missions are achieved. Primary concerns may include protecting assets and your health, maximizing the impact of gifts, and maintaining lifestyle in retirement. More >

You share your life with a partner. Your concerns may include how to best organize your separate and joint accounts, and planning for the future respecting each other's personal needs and goals.
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You're focused on building your business or career. You need to balance saving and investing for the future with paying off student loans & current financial needs. A new marriage or business partnership may raise unfamiliar money issues. More>

You earned your retirement. Preserving your wealth to ensure it lasts your lifetime is a primary concern. You may also be focused on ensuring your legacy is transferred according to your wishes and estate tax are minimized. More >

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Financial concerns and goals change as life unfolds

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I'm getting divorced do I keep my home?

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How do I save for retirement when my job is to care for our family?

Can I open a retirement account for my child?

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Copyright © 2018-2019 Women Investing Now, LLC. All Rights Reserved. In accordance with the Digital Millennium Copyright Act. By accessing and using this page you agree to the Terms of Use, including, but not limited to Restrictions on Use of Materials.

Each person's financial obligations, goals, needs, and circumstances are unique. To receive personalized (just for you) tips and content subscribe to our email list. The Women Investing Now (WIN) website is for educational purposes only. WIN may not offer individual financial planning advice - yet - because we don't know you well enough. Let's fix that right now. Individual advice may be given only after WIN receives and considers your relevant financial data and personal information. Please schedule a free consultation. Women Investing Now does not sell financial products, and does not manage individual investments. t Nothing on this website shall be construed as individual investment, tax, or legal advice, or an offer, solicitation of an offer, or advice to buy or sell, or recommendation of any particular securities product, service, or investment strategy.

One Size Fits None

Tell us about you and we'll send personalized tips your way

Start with an image that best reflects your life stage

Explore all to create your unique profile of goals for now and the future

Retired

Professional

Mom

Sandwiched

Giving Back

​Starting Out

Free Spirit

Divorced

Coupled

Meet our newest feature for you . . .

​

DecideGuide

A personal financial advisor at your fingertips

because

do-it-myself shouldn't mean do-it-alone.

​

Copyright © 2018-2019 Women Investing Now, LLC. All Rights Reserved. In accordance with the Digital Millennium Copyright Act. By accessing and using this page you agree to the Terms of Use, including, but not limited to Restrictions on Use of Materials.

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