Have you filed your taxes yet? The tax season officially started on January 29, 2024, when the Internal Revenue Service (IRS) started accepting and processing returns. Before you submit your 2023 tax return, however, there are some things you’ll need to think about first.
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.
Personal insight from Carla Jackson, Portfolio Manager.
Women view money and wealth differently from men. Generally, women regard money as a means to improve their lives and their family’s lives, to ensure security, and not seek to accumulate money for its own sake. Women investors tend to focus more on long-term stability.
According to one recent study, there were nearly 13 million women-owned businesses in the United States as of 2019 - representing 42% of all businesses - employing approximately 9.4 million people and generating $1.9 trillion in sales.