Events and education to help women own their financial future

Unique Financial Challenges for Women

Our mission is to bring financial awareness to women, help you understand the unique challenges that you may face throughout your life and how to navigate them. This site provides tools and resources to help you ask the right questions, understand finances and manage yours successfully.

Making Social Security Work For Your Retirement
Learn why Social Security is so important to women along with key decision points and how they affect the benefits you collect.

Why Social Security Matters For Women

Women need to understand Social Security because it could play a big role in our future finances. Just as important, our unique financial challenges could impact how and when we claim benefits..

Are you qualified?

Women have decisions to make and actions to take in order to make the most of their Social Security benefits. Your full retirement age and how long you’ve worked are just a couple of factors that come into play.

Spousal and Survivor Benefits

Several factors determine a women's survivor or spousal Social Security benefits. Make sure you know what they are and how to coordinate with your spouse to make the most of your benefits.

Divorcee Benefits and Remarriage

When women get divorced, there is so much to navigate. Make sure Social Security is on the list. There are different ways to get benefits – even off an ex’s work history. Understand your options.

of advised women surveyed
feel that investors who work with an advisor are more likely to meet their long-term financial goals.*
feel that investors who work with an advisor are more likely to meet their long-term financial goals.*

Start the Conversation With an Advisor

Why Work With an Advisor?

Women's finances are all about taking control and having choices. Why not work with an expert who can help make that possible?

How Do You Find an Advisor?

It’s a matter of what, where and how. There are several organizations that can help get you started. Check the links below.

This material should be used as helpful hints only. Each person’s situation is different. You should consult your investment professional or other relevant professional before making any decisions.

Nothing herein is intended to serve as a recommendation or endorsement of any particular accrediting organization or investment adviser. Investment advisers and other parties with which MFS has a business relationship are responsible for any obligations that they may have to disclose such relationship.

MFS is not responsible for, and does not expressly or implicitly control or endorse the content of, advertisements, products, advice, opinions, recommendations or other materials on or available from other pages or any website owned or operated by a third party. MFS has not been involved in the preparation of the content supplied at these unaffiliated websites and does not guarantee or assume any responsibility for their content.

MFS® does not provide legal, tax, social security or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.

*About the survey
MFS Investment Management reexamined the research behind its Heritage Planning program by conducting a study among individual investors in the United States. The sample totaled 1,016 respondents, broken out as follows: 174 Gen Y investors, 181 Gen X investors, 513 Baby Boomer investors and 148 Silent Generation investors. To qualify, individual investors must have $50K or more in household income, own at least one mutual fund, have at least 1% of their assets under advisement (i.e., using a financial advisor), and make or share in the financial decision making for their household. The survey was conducted from September 24 – October 10, 2018. MFS was not identified as the sponsor of the survey.

Note: Gen Y refers to investors ages 23 to 37. Gen X refers to investors ages of 38-53. Boomers refers to investors ages of 54-72. The Silent Generation refers to investors ages 73 to 90.