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Tessa MacDonald

Financial Planning, Challenges, and Strategies for Delaware Women


When it comes to financial planning, women in Delaware face unique challenges that require tailored solutions. From wage gaps to longer lifespans and healthcare costs, many factors can impact a woman’s financial security over time. Whether you’re in Dover or any part of the state, having a personalized financial strategy can make all the difference.


At B.I.G. Investment Services, we understand these challenges and are here to empower you with the tools and knowledge to navigate them confidently.


The Financial Planning Landscape for Women in Delaware


Tackling Wage Gaps and Career Breaks

One of the biggest hurdles women face in achieving long-term financial security is the wage gap. Recent data shows that women earn about 82 cents for every dollar men make. And over a career, that really adds up and can create a big shortfall in earnings, making it tougher for women to save for retirement or hit other financial goals.


Career breaks also play a major role here. Many women step away from work to care for children or aging parents. And while these responsibilities are immensely important, they can still lead to gaps in income, lower retirement savings, and even a slowdown in career progress.


Strategies to Overcome Wage Gaps and Career Interruptions:

Boost your retirement savings: If you’re married and not earning right now, think about contributing to a spousal IRA. And if you are working, make sure you’re putting in the maximum allowed to your 401(k) or IRA. 


Check out part-time or freelance gigs: Now if you’re juggling caregiving, look for flexible work options that help you keep earning and saving for retirement. 


Invest in yourself: Also, why not consider some continuing education or training? It can also really help you jump back into the workforce at a better pay level after a break!


The Reality of Longer Lifespans and Healthcare Costs


Did you know that women usually live longer than men? This means they need to think ahead for a longer retirement. According to Harvard Health Publishing, women live, on average, about five years longer than men. While that’s great news, it also means women might end up facing higher healthcare costs during retirement—especially if they deal with chronic health issues or need long-term care.


Now if there isn’t a solid financial plan in place, these costs can eat away at savings pretty fast, leaving women in a tough spot financially later on.


Strategies to Plan for Healthcare Costs in Retirement:

Save more for healthcare

Don’t forget to factor in healthcare expenses when you’re thinking about your retirement savings! Say if you have access to a Health Savings Account (HSA), it’s a great option because it comes with tax benefits and can help cover medical costs later on.


Look into long-term care insurance

Long-term care insurance is something to consider as it can help with the costs of your extended care, whether you need it in a nursing home or at home. It’s always a smart way to keep your savings safe from those hefty medical bills.


Plan for a longer retirement

With people living longer these days, it’s indeed important to have a retirement plan that stretches over 30 years or more. You want to make sure your money lasts as long here--as you do!


Financial Planning Delaware For Divorce or Widowhood

Women are more likely than men to face divorce or widowhood at some point in their lives, which can have a significant impact on their financial well-being. Similarly, widowhood can also lead to a sudden and even dramatic shift in financial resources, particularly if your spouse was the primary earner or managed the family’s finances.


Get a handle on your finances 

It's always important to know where you stand with your household finances. Take a good look at your assets, debts, and investments too. This knowledge will also really help you make smart choices if things change in your relationship.


Think about life insurance 

Now if you depend on your spouse’s income, life insurance can be a lifesaver if they're no longer around. So make sure your partner has enough coverage, and don’t hesitate to get your own policy too if it makes sense.


Set up an estate plan 

Consider working with an attorney to create an estate plan that protects your assets and makes sure your wishes are followed. This is especially crucial if you're navigating life after a divorce or the loss of a spouse.


Finding a Financial Planner in Delaware Who Understands Gender-Specific Needs


Experience and Expertise 

Look for a planner who has a solid track record with clients in situations like yours. They should really know how to tackle the specific challenges and the opportunities that you face.


Holistic Approach 

A great financial planner isn’t just about crunching numbers – they dive into your whole financial picture.


Say it’s about your savings, investments, estate planning, or healthcare, they look at everything that makes up your financial life. This way, you can also feel confident that every part of your financial puzzle is being handled with your overall goals in mind.


Communication Style 

You want someone who gets you and makes you feel comfortable. It’s all about creating a relaxed relationship where you can easily share your worries. Critically, your planner should really listen and answer your questions in a straightforward way, as well as offer insights that click with you.


And remember, this is your financial future we’re talking about, and you deserve to work with someone who makes everything feel easy to understand.


Take Charge of Your Finances, Ladies!

We get it—financial planning can feel a bit daunting. But guess what? It doesn’t have to be! Here at B.I.G. Investment Services, we’re all about empowering women like you to seize control of your financial future.


No matter if you’re just starting out in your career, heading into retirement, or going through a life change, it’s never too late to create a financial plan that suits your needs.


Key Steps to Empower Your Dover Financial Planning Journey


Educate Yourself

You know what they say: knowledge is power!


Taking the time to dive into personal finance, investments, and retirement planning can set you up for success. Also, there are tons of resources out there waiting for you—whether it's engaging articles online, insightful books, or hands-on workshops.


So grab a coffee, get comfy, and start exploring. You’ll be amazed at what you can learn!


Set Clear Goals

Whether it’s nailing down that perfect home, securing your kid’s education, or enjoying a blissful retirement, setting clear financial goals is your first step to achieving them. You can also team up with a financial planner who can help you craft a personalized strategy that makes your aspirations a reality.


And remember, having a clear destination makes the journey so much more exciting!


Stay Involved

Now even if your partner takes the reins on managing finances, don’t sit on the sidelines. It’s super important to be part of the conversation!


You can take an active role in understanding where your money is going, how much you’re saving, and what your investment strategy looks like. After all, it’s your financial journey too, and being informed means you can make better decisions together.


Take Control of Your Delaware Financial Planning Today

At B.I.G. Investment Services, we’re all about helping women create personalized financial plans that make reaching your goals a reality, no matter where you are in life.


Whether it's retirement planning, managing healthcare costs, or anything else, we’re here with you every step of the way.


Get in touch with us today to chat about a consultation and start building a brighter financial future together!

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