Women May Be More Serious Than Men About Planning!

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Could it be?

Apparently, according to the 2012 Fidelity Millionaire Outlook Study.   They found a rather large gap between what women and men look for in planning their financial futures.

For example, according to the study, women were more than TWICE as likely as men to be interested in hollistic financial planning to meet a specific lifestyle or goal.   Men, apparently, are more interested in investment return.

Not too surprising, really.  The last time you were out with a group of people, wasn’t it usually the men talking about what stocks were doing well?  Women never seem to talk about that.  Their conversations tend to be more private… and about more serious issues.

The study also concluded that women were also more likely than men to seek financial advice.  No surprise.  Men never ask for directions.

The study had one other conclusion:  Women also tended to be about TWICE as loyal than men as clients for advisors.  Again, not surprising.  Aren’t men the ones ‘chasing returns’ when women tend to be more serious long-term planners?

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Additional Resources:

A Financial Coversation Checklist for you and your spouse.

Why Retirement Planning Often Fails

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Jim Lorenzen is a Certified Financial Planner® and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located in New York, Florida, and California.   IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Additional IFG Links:

IFG does not sell products, earn commissions, or accept any third-party compensation or incentives of any description.  IFG does not provide legal or tax advice and nothing contained herein should be construed as  securities  or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader.  The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.  The Independent Financial Group does not sell financial products or securities and nothing contained herein is an offer or recommendation to purchase any security or the services of any person or organization.

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Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Jim's picture
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.

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