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Recent Posts
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Women Seek out Lower-Risk Wealth Portfolios, Study Says 

June 15, 2022

A new research study completed by StashAway found that many women in the Middle East make consistent and long term investing behaviors, but at lower numbers than their male counterparts. This means not enough of them are investing to take advantage of these benefits. The gender investing gap is a global phenomenon because women are generally more likely to save, but less likely to invest than men, and this study is matched by others in different countries about some of the investing challenges facing women. 

This has created a significant gender investment gap in many different countries. For example, according to a survey of 2,000 people commissioned in October, 2021, survey respondents were asked how they would invest 1,000 pounds. More women said they would save it when compared with men.

One Fidelity survey focused on the US market found that nearly three-fourths of millennial women are now investing outside of their retirement accounts, showing a significant shift, particularly since two-thirds of those respondents saw the value in investing for a specific goal compared with only 56% of young men. Many young women, however, lack investing confidence, and are looking for ways to improve their skills and knowledge. If you have further questions about how best to plan ahead for your own future with investing and savings options, set aside a time to meet with an experienced and knowledgeable lawyer to pull these pieces together.

If you’re curious about how to include savings and investing strategies as part of your long-term planning, you need the help of experienced professionals. The good news is that you can choose strategies and tools designed to help you accomplish your personal goals when you work with the right team of people. You still exercise decision-making authority, but you can make those choices with confidence be partnering with the right experts.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more