Free Financial Wellness Guide for Women 40+

MidLife Money Talk Weekly Digest - September 21, 2020

Midlife Money Talk Weekly Digest

September 21, 2020

Hi Friend,

This past Friday, the world lost a shero. Associate Supreme Court Justice Ruth Bader Ginsburg passed away after a long battle with pancreatic cancer.

Whether you're a Democratic, Republican, Liberal, Conservative, or somewhere in between, regardless of whether you agreed with some, all or none of her views, no one can deny that she did more for women's rights than any before her.

There was a time, not too long ago, where employer-sponsored pension plans required women to pay more for the same benefit. In some cases, the plan provided lower monthly benefits to women than the men received.

While working on the Women's Rights Project, she took that case to the Supreme Court in 1978 case, where she won she won as it was decided that it violated Title VII, of the Civil Rights Act of 1964.

She and her team also took on pregnancy discrimination in the workplace. As recently as the late 1980s, there was a case of a restaurant that removed a female maitre d' from her position because her employer decided they didn't want to employ a visibly pregnant woman. The case was won.  

She paved the way for women to have a seat at more tables than they ever had and while we still have a long way to go, including in financial services, we could not have gotten this far without her.

RIP, Your Honor

Ruth Bader Ginsburg Quote

On the Blog This Week:

According to the Wall Street Journal's SmartMoney Magazine, "If you have some assets (maybe just a car and some nice furniture) or minor children, you still need an estate plan -- even if taxes are not an issue."⁠

It's a topic most of us don't want to talk about, especially with our loved ones. Yet, that's precisely why we have to talk about it. It IS for our loved ones. There is just no way to sugar-coat it. Now, more than ever, women, especially in midlife, need to address estate planning.

Regardless of how little you think you have, if you don't have a plan to protect it, the government does.⁠ And that's not the plan you want.⁠

On the blog, I share my personal story of my dad and my in-laws and how these two situations had two very different outcomes.⁠⁠


Estate Planning

One Last Thought:

You deserve to create and protect your most inspired life. In an industry built for men, we designed a better way to help you gain clarity, simplicity, and direction for your lifestyle and your money.

Schedule a complimentary 15-minute chat to find out how that works.

Sending you hugs and love,

Patty Bonsera, CFEI, is a former Securities Trader who became a Financial Wellness Advisor to support women 40+. In an industry built for men, she founded Fear.less Girl Financial as a better way to help midlife women feel confident and beautiful about their finances; to celebrate midlife with soulful abundance. She will coach you, teach you, and celebrate with you every step of the way.