… with a thoughtful year-end checklist, financial planning for newlyweds, and tax planning! ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

SALLIE'S COLUMN

Who doesn’t love a good plan?

I LOVE a good plan. Especially a good financial plan.

Why? For so many reasons:

Because people who have a financial plan have 2.7x the wealth of those who don't.

Because if you write something down, you’re 42% more likely to do it.

And because simply having a plan is a really powerful thing to do for your overall wellness: Taking action on your money is the #1 driver of confidence in achieving your goals. So putting a plan into motion can shift our relationship with money from being our biggest source of stress to a source of strength.

Can I talk about Ellevest for a second, and why I particularly like an Ellevest financial plan?

Because, as in our investing offering, we take into account that women’s finances are just different: We tend to earn less, take more career breaks, and live longer than men. Not taking this into account can be (very) hazardous to our financial health.

In addition, our financial planners and financial advisors are all women: We do this because 94% of you say you prefer to work with a woman financial planner or financial advisor. And 89% of you say you feel more confident about your money decisions working with a woman. Women who work with a woman advisor also tend to invest more than women who work with a man; that means they tend to build more wealth.

When they said the best-laid plans of mice and men often go awry, they never mentioned women.

Read more on why it’s so important for every woman to have her own financial plan.

Read more

CEO AND CO-FOUNDER

💝 Gift idea for the hard-to-shop-for crowd

Looking to get a head start on your holiday shopping? Here’s an idea for folks who love talking about money, avoid talking about money, light their “smells like money” candle daily, and everyone in between.

Shop Ellevest gift cards>

CUE ENGAGEMENT SEASON

Plan for your shared future with a financial planner who understands your goals — so you can enjoy the honeymoon phase sans financial stress.

Wedding bells await >

TAX Q’S? RELATABLE.

Maybe your financial situation has gotten more complicated — or you just have a few questions. That’s where a session with a seasoned tax pro comes in.

Secure your spot >

YOUR END-OF-YEAR CHECKLIST

There’s always something you can do to boost your confidence in your money and career. Even if you only have five minutes to spare.

Browse the list >

🗓️ Avoid FOMO with an RSVP

How to Pay Off Debt: In this 45-minute workshop by a CFP® pro, you’ll learn two ways to get rid of it. 💸

TOMORROW @ 12 PM ET: Sign up
*LAST CHANCE* Countdown to Tax Season Workshop: Plan for your taxes now so they don’t stress you out later. Our pros will go over filing tips, deductions, and more. ✏️️

TOMORROW @ 6 PM ET: Sign up for free
Investing, Part 1: How It All Works: We’ll go over stocks and the stock market, major investing principles, and more in this 45-minute workshop. 💿

NOVEMBER 21 @ 1 PM ET: Sign up
Investing, Part 2: You & Your Portfolio: In this sesh, you’ll learn about how to personalize your investments with strategies like impact investing — and way more. 📊

NOVEMBER 28 @ 4 PM ET: Sign up

Busy this month? Check out all upcoming workshop dates and times.

“Paid off all of my high-interest credit cards and booked a fantastic birthday vacation with leftover cash.”

We love celebrating money wins. So let’s hear about the amazing things you've achieved this year. Here's the link to share.️

Live, laugh, link

M.M.LaFleur with the mic drop reminders on why you’re always more than your work. 🎤
A new climate and tax law that went into effect this year means you can save thousands of dollars a year — while fighting climate change. We love a two-for-the-effort-of-one deal.
What's “white tape”? It’s a term used to describe the bureaucratic challenges, like some really outdated federal policies, that Native Americans face in their fight for economic freedom.
What inheritance data can tell us about inequality in the US.
We’re huge fans of Jessica Lee — the driving force behind The Davis Standard — and we’re especially excited about her new personal career guide, Raising the Standard, which includes her key lessons from 20 years on Wall Street. Available for download here!
* GIVEAWAY! * We’re partnering with The GIST, our favorite sports newsletter written by women, to give one winner $2,000 to shop women-owned businesses this holiday season. Don’t miss out! 👟

Want to dial in your financial goals for the new year?

Join Ellevest

This week’s newsletter was brought to you while adding these books by Native American authors to our TBR pile. Forward it to your friends who are always asking for recommendations.

MAGAZINE

STORE

DISCLOSURES

All opinions and views expressed by Ellevest are current as of the date of this writing, are for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.

Information was obtained from third-party sources, which we believe to be reliable but are not guaranteed for accuracy or completeness.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment, or tax advice.

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.

Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is a SEC registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.

Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients and do not provide a guarantee of future performance success or a similar experience or services.

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What The Elle - 🍽️ Move money stress off your plate

Who doesn’t love a good plan?

“Paid off all of my high-interest credit cards and booked a fantastic birthday vacation with leftover cash.”

Want to dial in your financial goals for the new year?

Older messages

🪩 A gloriously boring money move

☕ “What should I do with my money right now?”

👀 The survey question 0% of women disagree with

🍂 Is your money ready for fall?

🍎 Girl Math, The Ellevest Way

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