International Women’s Day

International Women’s Day is March 8th.  The theme is #EmbraceEquity.  For more information on this global event, visit

SWMG believes in supporting women and families by empowering women through financial literacy.  Some women manage household cashflow / balance the checkbook, some serve as the lead in financial decision making, and others have little to no involvement in the family’s finances. We are proud to partner with women clients and have helped many bridge the divide.  If you haven’t been involved in your finances to date, we offer the following tips to provide peace of mind if you had to take a lead role financially for you and/or your family.

  • Know your key contact people and how to reach them – within your family/friend group and professionally (i.e., financial advisor, estate planning attorney, CPA, etc.)
  • Know where to find important documents and ensure you have username/password combinations for anything managed online. If possible, develop a list of accounts including where the account is held and the account number.
  • Ensure you are named on accounts and have access to make payments, use credit cards, etc.
  • Ensure you have designated beneficiary(s) for all accounts (e.g., investment, checking/saving, retirement, etc.).

If you have already accomplished the tasks above, then consider the following:

  • Track your spending. Compare your spending amount to your income each month to determine if you have a shortfall, surplus, or a mixed bag and then discuss with your advisor.
  • Work with an estate planning attorney to draft a will, estate plan, and/or trust based on your needs. This will likely include designating a Power of Attorney (POA), healthcare POA, etc.

Our advisors are happy to serve as your guide towards increased financial literacy. Let us know how we can help.

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Stephens Wealth Management Group does not provide legal or tax advice. The information herin is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. This content is being provided for information purposes only. Stephens Wealth Management Group is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Stephens Wealth Management Group is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. 

Stephens Wealth Management Group cannot guarantee that the information herin is accurate, complete, or timely. Stephens Wealth Management Group makes not warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

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