Retirement Director Taylor Pluss shares what clients considering divorce, or who already pay alimony, need to know for their 2018 tax return and beyond.
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Women and Wealth
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At some point in their lives, 90% of women will be solely responsible for finances1, and nearly half of women – 44% – are the primary breadwinners in their households today2,. But with only 27% of married women saying they “take control” of financial and retirement planning2, already, how prepared are your clients for this responsibility?
Janus Henderson’s Women and Wealth programs provide advisors with best practices for working with female clients during difficult life transitions as well as actionable and timely financial planning strategies for their clients to gain confidence about what lies ahead.
- Women and Divorce – Helps advisors better navigate emotionally charged conversations, build rapport and provide guidance on critical topics such as division of assets, tax planning and other issues that can help assure greater financial stability.
- Women and Widowhood – Helps advisors create better rapport with female clients facing difficult life transitions such as widowhood and provides tactical retirement and tax planning strategies unique to this specific situation.
These presentations educate clients on the unique challenges women face as well as managing finances and retirement planning and understanding the importance of creating a network of financial professionals.
- Women and Wealth: A Practical Approach to Financial Security at Any Age – Includes important strategies for addressing the unique financial challenges facing women in any phase of their life
- Women and Wealth: What Baby Boomers Need to Know – Covers actionable and timely strategies for clients to consider as they near retirement or have to deal with financial and estate planning on their own
- Retirement is Closer Than You Think – Discusses the challenges of retirement planning and ways to overcome the hurdles of saving. Attendees will learn actionable and timely strategies to consider as they plan for retirement
- Savvy Social Security Planning for Women – Provides information on what female clients need to know about claiming benefits
- Women and Negotiations – Highlights aspects of negotiating that differ between men and women
- King Lear, “Tony Soprano” and the Lessons of Wealth Transfer – Helps advisors and their clients build successful wealth
1 “Kiyosaki, Kim. “What Millennial Women Can Teach You About Financial Security.” Richdad.com, June 2, 2016.
2 “Financial Experience and Behaviors Among Women Study.” Prudential, 2014-2015.
Learn more about the experts behind our Advisor Resources programs and strategies.
Taylor Pluss shares three ways advisors can help widows increase their financial confidence and build trust in your practice.
Utilize these tactics to establish rapport and trust with clients, fostering a better relationship and helping you retain female clients.
This task list can help widowed clients navigate through the time of transition and ensure basic financial needs over the next 12 months.
Use this checklist to help divorced clients ease the transition, avoid emotional decision-making and make smart choices resulting in financial stability.