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David Lerner Associates > Women and Finances (Page 13)

News & Resources: Women and Finances

David Lerner Associates: Women Trailing Men in Financial Fitness

Most Americans were affected by the Great Recession, and the thought of another future financial shock makes us very uneasy. Women are particularly vulnerable, says a study from FINRA, 2012 National Financial Capability Study, and it is taking a toll on their lives with higher stress levels, reduced productivity, and decreased well-being. Only 37% of the women surveyed were rated financially fit as opposed to 45% of men.

The Key to Understanding Your Finances

Fortunately, understanding your finances is not as daunting as it might sound. It comes down to understanding some key elements, definitions, and numbers that make up the sum total of your financial life. Here are the things you will need to know in order to get a good picture of your fiscal health and help you understand your finances.

David Lerner Associates: Confidence Plays a Part in the Financial Gender Gap

Women in the U.S. lag behind men in three main areas of their finances: earnings, investments, and savings. A recent Fidelity study identified a major factor that contributes to this issue - women lack confidence when it comes to handling their finances. Just 28 percent of respondents said they felt confident when it comes to picking investments without help, and 37 percent felt confident about handling retirement planning on their own.

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