What's Keeping You Up at Night? | Diversifiedfinancial

As a woman, you have a lot to think about financially. In the list below, check off any concerns you have right now. An investment professional can help address the unique financial challenges that women face and that may be worrying you most. Knowing the right questions to ask is the first step toward finding solutions.

Retirement - Women tend to live longer than men. So, try to fully fund your retirement savings to meet your lifestyle and health care expenses.

Will my money last through retirement?

Do I need long-term care insurance?

What are my retirement investment options?

How do I manage all my retirement plans?

How could leaving the workforce to start a family impact my retirement savings?

What should I consider before claiming Social Security?

What should I do with my employer retirement plan?

Since I am retiring soon, what do I need to do now?

Education Planning - Whether you decide to go back to school yourself or need to pay for a child's tuition, plan early!

How much should I save for my child's education or if I decide to go back to school?

Will I qualify for financial aid? Where do I start?

What are my college saving options?

Life Events -Don't be among the 43% of advised women surveyed who delay life events because of finances.* Know the financial consequences of your life event choices - and plan for them!

How do we manage our finances after getting married?

What happens to my 401(k) when I change jobs?

What are my options if I am laid off?

I am getting divorced. What happens to my assets?

How do I help my recent college grad transition into the workforce?

What do I do when a loved one dies?

Name

Address

Home or Business Phone

*2018 MFS Heritage Planning Survey: MFS conducted an online survey of 1,500 individual investors. MFS was not identified as the sponsor. To qualify, respondents had to have a household income of at least $50,000, be invested in mutual funds and make or share in the financial decisions for the household. Six hundred twenty-one females who use the services of a financial advisor participated in the survey.

This material should be used as helpful hints only. Each person's situation is different. You should consult your investment professional or other relevant professional before making any decisions.

MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.

Eldercare - You may be the likely caregiver for aging parents. If you take time off work, be sure to makeup for any lost retirement savings.

How does Medicare work?

What should I look for in a nursing home?

How do I cope with Alzheimer's disease?

What happens if I have to care for my parents?

Estate Planning - Don't make these important decisions in a crisis. Women who plan ahead financially have more choices.

What should I know about estate planning?

How do I protect my estate from taxes?

Will my family be secure if something happens to me?

How do I create a legacy for my children?

Can I provide for my favorite charity when I am gone?

What will my survivors need to know?

Financial Basics - More than 60% of advised women surveyed want to know more about advertising.* Ask questions! You don't need to know a lot to make good financial decisions.

How do I keep my records safe and organized?

How do I do a better job budgeting? How do I reduce my debt?

How do I teach little kids about money?

How do I help a young adult establish a financial strategy?

How do I have financial discussions with my family?

Thank you! Your survey has been submitted.

NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE

MFS FUND DISTRIBUTORS, INC., BOSTON, MA
MFSP-CKLSTWM-FLY 3/20 39140.4

Contact Us Today