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Financial-planning needs for women are wide ranging, from juggling career and family responsibilities or finding extra ways to save if they’ve left the work force to care for a young child or an aging parent, to preparing for an average longer life expectancy than men and setting their long-term financial goals.

Financial Planning Tips for Millennial and Gen Z Women

After working in the financial planning profession for 15 years and working with many women and couples on their financial journeys, I know that women typically have different needs and challenges when it comes to money.

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