Paragon Perspectives: 5 Financial Strategies Every Woman Over 40 Should Know скачать в хорошем качестве

Paragon Perspectives: 5 Financial Strategies Every Woman Over 40 Should Know

Are you over 40 and wondering if your financial plan is really keeping up with your life? In this video, we walk through five essential financial strategies every woman over 40 should revisit—from retirement planning and investment strategy to estate planning and healthcare preparation. By this stage of life, you’ve likely navigated career shifts, family responsibilities, or even major life transitions. Your financial strategy should reflect where you are now—and where you want to go next. In this video, we cover: ✔️ How to maximize retirement savings (including catch-up contributions) ✔️ Why your investment strategy may need a reset ✔️ The importance of updating estate documents and beneficiaries ✔️ Planning ahead for long-term healthcare costs ✔️ Building clarity and confidence around your financial decisions If you’re within 10–15 years of retirement—or simply ready to feel more in control of your financial future—this conversation is for you. 📞 Ready to take the next step? Contact Paragon Wealth Management to schedule a conversation. We’re here to help you make informed decisions with clarity and confidence.