Result: You're a visual person, motivated by the freedom to pursue your dreams.
Result: You're a visual person, motivated by the freedom to pursue your dreams.
If you can see it, you can achieve it. Use visual cues to guide you: photos of your goals, graphs of your assets or track your progress with a calendar. You want the opportunity to make your dreams happen. Identify what freedom looks like to you. Start planning for these dreams and you’re on your way.
Money Moves to make:
Money Moves to make:
Outsmart the gender wealth gap
Women live longer1, but because of the gender wage gap and many other factors they tend to gain less wealth. So while women and men may face different financial challenges, developing a financial plan that includes a strong investment strategy can act as a north star, allowing women to bridge the gap. Read more about how women can rise above the wealth discrepancy and make an appointment with your Financial Advisor to discuss a plan with these insights in mind.
Longer to live, longer to enjoy
Women around the world are outliving men *, and a longer lifespan means a longer retirement.
No matter the length of your retirement, figuring out whether you have enough money to achieve your goals should take into account:
- Your net worth
- Income and expenses
- When you want to retire
- Whether you will need to support aging parents or adult children
- The potential growth of your assets
- Whether you want to pass assets to the next generation.
Visit the UBS Investor watch website to learn how you can plan for retirement breaking it down into three phases: Transition, Me Time and the Last Waltz
Planning for your "longevity bonus"
Your life is more than a pie chart
New Financial Goals Kickstart Guide
It’s time to reevaluate how your financial goals fit with the goals you have for your life. Meeting with a Financial Advisor can help you build a comprehensive plan and remove some anxieties around the unknown. Here is a list of questions to talk with a Financial Advisor about right now:
- Do I have enough to sustain my lifestyle?
- What is my updated net worth and asset allocation?
- Does my current budget align with my goals?
- Are my values reflected in my individual financial plan?
- Am I saving enough and in the right places?