Join Mindy Kaling, Reshma Saujani, & Cate Luzio

Conversations about money, careers, & well-being



What we do differently

Women Talk Money video page


Normalize talking about money


We talk openly and honestly about the ins and outs of money and investing—so that you can too.

What we offer


Plan for gender differences


We can help you invest with considerations for longevity, pay gaps, career breaks, and the other realities of women’s lives.

Understand your real life article


Blend empathy and experience


Our team of knowledgeable advisors share a passion for helping women reach their financial goals.

Join us for Women Talk Money live

Our live, monthly Q&A sessions focus on the factors that impact women financially (longevity, the pay gap, career breaks, invisible labor, and more) and how investing can help close the wealth gap.



  • Invest in you: Reframe and reenergize your finances: A month-long October event

    Join Fidelity’s Women Talk Money and special guests Mindy Kaling, Reshma Saujani, and Cate Luzio for a month-long event series that invests in you—focused on helping you reenergize how you think about your goals, earning power, and investing.


Learn how to harness your strengths and get the information you need to help you turn your smart money habits into savvy investing.


The financial realities of being a woman

4 out of 10 people—men and women alike—do not realize that women need to save more for retirement. Life expectancy, the pay gap, health care costs, and career interruptions due to caregiving are all contributing factors.

When Your Life Gets Turned Upside Down article


PERSONAL FINANCE

When your life gets turned upside downLog In Required


Redefining what's considered a "financial emergency."

How to stop feeling guilty about money article


PERSONAL FINANCE

How to stop feeling guilty about moneyLog In Required


3 simple steps to feeling good about your decisions.

When caregiving gets (even more) complicated video


CAREGIVING

When caregiving gets (even more) complicated


Sometimes the logistics and costs of taking care of others can get more complex than we expect.

The cost of leaving the workforce tool


TOOLS

Cost of caregiving calculatorLog In Required


When you care for others, it can cost more than just your salary. Find out what the financial impact might be.

 

Catch up on Women Talk Money live

What happens when women invest?

According to Fidelity research, women often don't invest outside of their retirement plans. Yet when they do it, their returns are better.

Here’s how your money might grow if you invested $25,000 over 5 years in an average market—with a traditional savings account compared to different investing strategies.*

You can invest on your own or have us choose and manage your investments.

Learn more

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The investment strategies presented here have different fees, guarantees, and risks, and you should carefully consider these prior to investing. Learn how we calculate these estimates.

Call us to talk about your financial future

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When we work together, it's always free as part of your workplace savings plan. We'll tell you what to bring, and you can schedule a time that's convenient for you.

Call us anytime to schedule your appointment at

888-766-6813

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