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Best financial planning tools for women in 2024

Updated: Feb 15



Financial planning is essential, for everyone. Women face financial challenges due to factors such as the gender pay gap breaks in their careers for childcare and longer lifespans. In the year 2024 there are some financial planning tools specifically catering to these needs;


1. Ellevest: This digital investment platform is designed with a focus on women aiming to bridge the gender investment gap. It provides services like robo advisor investing, customized financial planning and educational resources tailored to address the situations women may encounter.


2. Mint; Widely recognized as a budgeting app Mint offers functionality for tracking income and expenses efficiently. It helps users set and achieve their goals while also providing tools like credit score monitoring and investment tracking. With all these features combined Mint becomes an all in one solution for managing finances.


3. YNAB (You Need a Budget); YNAB takes a zero based budgeting approach that ensures every dollar you earn has a purpose assigned to it. This app is particularly useful, for managing debt saving towards goals and gaining better control over your spending habits.


4. Acorns; With Acorns you can effortlessly invest your change. Simply round up your purchases to the dollar. The difference gets automatically invested in a diversified portfolio. It's a way to dip your toes into investing with limited funds.


5. SoFi; SoFi offers a range of products and services including student loan refinancing, personal loans and investment options. They even have a app that lets you easily manage your finances on the move.


Bonus tools:


  • Finimize; Get access, to curated news and insights tailored specifically for women with Finimize.


  • Sheroes; Join a community that connects women with experts and mentors, through Sheroes.


  • Lean In: Empowering women to achieve their goals Lean In provides resources and programs to support their journey.


Here are some additional suggestions, for women when it comes to planning;


1. Don't hesitate to negotiate your salary; Research your market value and don't be afraid to ask for what you deserve. It's important for women to advocate for compensation.


2. Start investing and keep at it; The earlier you begin investing the time your money has to grow. Even small contributions can accumulate over time. Make a difference.


3. Prioritize saving for retirement; Women have life expectancies than men so it's crucial to start saving for retirement early as possible. Consider contributing to an Individual Retirement Account (IRA). A retirement plan offered by your employer.


4. Protect yourself with insurance coverage; Make sure you have health insurance, disability insurance and life insurance. These safeguards can provide peace of mind in situations.


5. Don't hesitate to seek advice; If you feel overwhelmed, by managing your finances consider reaching out to an advisor who can provide guidance tailored to your specific needs.


By utilizing strategies and tools women can work towards achieving their goals and building a secure future.


Remember that the valuable financial planning tool is the one that suits you best and that you consistently use. Take some time exploring options until you find the tools that align with your needs.

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