Women of Wealth

Marilyn Bergen, member of the Family Wealth Council releases 2nd Women of Wealth study, “Caught in the Middle:  How Does the Sandwich Generation Woman Not Get Squeezed?”  

The single most significant transition challenge for women is being “caught in the middle”.  These are women feel the pressure to help aging family members while raising their own children.  These women of wealth stand to lose over $300,000 in lifetimes earnings and Social Security benefits.  There is an ongoing struggle to achieve personal balance, maintain relationships and manage their finances. Advanced preparation and knowledge of services and options help reduce the stress and challenges associated with this journey.  The women in the study cited that it was important to get their personal support team in place with a financial advisor that is proactive and can suggest referrals to other professionals as well as asset protection strategies and financial planning solutions.