Rachele Stivaletta

What do 5, 45, and 59 have to do with Women’s History Month?

There are 3 numbers that should shape how women think about personal finances:

💡 5: Women live about five years longer on average, which can materially change retirement and healthcare preparation.

💡 45: Women are on track to control as much as 45 percent of investable assets in the U.S. and Europe by 2030, per a 2025 study by McKinsey & Company.

💡 59: The average age of widowhood is about 59, meaning many women become the primary financial decision maker earlier than expected.

A simple checklist that helps:

✅ Confirm titling, beneficiaries, and key documents reflect reality today

✅ Build liquidity for flexibility during transitions

✅ Stress test the strategy for longevity, healthcare, and single-income scenarios

Bottom line for this month: wealth is growing, timelines are longer, and transitions can occur earlier; therefore, consider putting a strategy in place.



Sources:

https://mck.co/46Qio6L

https://bit.ly/4lfSP4Y?

https://pewrsr.ch/4bfzexc?

https://bit.ly/4lrjps8

https://bit.ly/4lg4xfT?

https://bit.ly/3OTSPM5

Daylight Saving Time begins this Sunday, March 8.

One hour more of evening daylight!

Here’s to longer evenings and the start of spring.

Some of the most lasting presidential legacies show up in everyday financial life.

🤔 Quiz time: can you name the presidents who are credited with each of these milestones in America’s retirement policies?

Q: Which president created the foundation of America’s retirement safety net by signing the Social Security Act?
A: President Franklin D. Roosevelt in 1935

Q: Which president strengthened protections for workers’ pensions by signing the Employee Retirement Income Security Act?
A: President Gerald Ford in 1974

Q: Which president signed the Revenue Act that included the provision that became the 401(k)?
A: President Jimmy Carter in 1978

The day marks the weight of that role, the continuity of the office over time, and the commitment to serve the country at the highest level.



Sources:
https://bit.ly/4tDylXx
https://bit.ly/467wn82
https://bit.ly/3Mh4Yd4

❤️ The American Heart Association tells us that heart disease remains the leading cause of death in the U.S., but it's also one of the most preventable.

Small changes can make a real difference: moving more, eating better, managing stress, and getting regular check-ups. It all helps.

A few things worth doing this month:
● Wear red to raise awareness
● Learn CPR or brush up on it—you could save a life
● Schedule that check-up you've been putting off

It's what matters most.