She Invests Smart

Women’s Guide
to Wealth

Welcome to She Invests Smart, Gagni Wealth Management’s dedicated space for women seeing financial empowerment. We believe investing doesn’t have to be daunting or complicated.



Our goal is to provide you with accessible resources that empower you to confidently shape your financial future.

Whether you’re a single go-getter, a nurturing stay at home mom, or divorced or widowed warrior, or a high-net-worth trailblazer, this platform is designed to support you on financial success.
A Message From Our Advisor

Navigating Investments
for Women

Investment Basics Made Simple:

We break down complex investment concepts into easy-to- understand insights, ensuring you can make informed decisions that align with your financial goals.

Tailored Strategies for Women:

Our content caters to diverse circumstances, whether you’re reentering the workforce, managing a household, or building on your existing wealth. Expect guidance tailored to your specific journey.

Thriving Through Change:

For those navigating life changes, like divorce, loss or building from scratch, we’re here to provide guidance that rebuilds your financial foundation, propelling you forward.

Balancing Life & Wealth:

Stay-at-home moms, you’re a financial force too. Discover ways to invest that suit your lifestyle, contributing to your financial well-being.

Elevating
Your Wealth:

High Net Worth women can access advanced strategies that help them preserve & grow their wealth in line with their aspirations.

Navigating Investments
for Women

At Gagni Wealth Management, we understand that one size does not fit all. Our expert
team crafts tailored investment strategies that cater to your unique financial
aspirations, whether you’re planning for the future, securing your family’s well-being, or
driving your business’s growth.

We break down complex investment concepts into easy-to- understand insights, ensuring you can make informed decisions that align with
your financial
goals.

With a finger on the pulse of financial trends, our team brings a wealth of expertise to
guide you through every market twist & turn. We’re here to empower you with insights
that help you make informed decisions.

Our content caters to diverse circumstances, whether you’re reentering the workforce, managing a household, or building on your existing wealth. Expect guidance tailored to your specific journey.

We believe in clear and candid communication. Our transparent investment process
ensures that you’re informed about how your assets are being nurtured, providing
peace of mind as you pursue your financial goals.

For those navigating life changes, like divorce, loss or building from
scratch, we’re here to provide guidance that rebuilds your financial foundation, propelling you forward.

Risk management is paramount. Our strategies encompass a spectrum of investment
opportunities, enabling us to create a balanced portfolio that aligns with your objectives
while mitigating potential risks.

Stay-at-home moms, you’re a financial force too. Discover ways to invest that suit your lifestyle, contributing to your financial well-being.

With a finger on the pulse of financial trends, our team brings a wealth of expertise to
guide you through every market twist & turn. We’re here to empower you with insights
that help you make informed decisions.

High Net Worth women can access advanced strategies that help them
preserve & grow their wealth in line with their aspirations.

Empower Femme Finance

Empowerment begins with knowledge. With a mix of social events, webinars, articles, & book recommendations, we’re here to simplify investing and amplify your financial journey.

she Invests Smart is here to encourage you to explore, engage, and elevate your investment journey. Together, we’re shaping a future where every woman can stand confident in her investment choices.

Are you ready to empower your financial future?

Women
By The numbers

54% of women would engage their finances if they had more knowledge.

52% of women participate in 401k plans.

2021 BNY Mellon study found there would be an extra $3.22 trillion of assets under management from private individuals if women invested at the same rate as men.

75% of women want to learn more about investing.

Resources

General Investing Information

IRA and Tax Tables 2023

If not covered by a company plan but the spouse is, the phase-out range for 2022 is $204,000 – $214,000 and for 2023 is $218,000 – $228,000. If filing married-separate, the phase-out range is $0 – $10,000.

Why You Should Roll Over Your Retirement Funds to an IRA

If you are like most American workers, you will change jobs many times during your lifetime. With a job change, you will have a decision to make. What should you do with the funds in your 

The Role Of Life Insurance In A Financial Plan

When you’re making a financial plan, life insurance probably isn’t the first thing that comes to mind. But if you pass away, life insurance helps take care of your loved ones when you can’t.

What to Know About Alternative Investments

Before diving into the types of alternative assets, it’s important to know who is qualified to invest in these asset classes. They’re considered alternatives because they aren’t included 

IRA Guru Ed Slott On Taxes, Retirement & Roth IRAs

IRA guru Ed Slott doesn’t trust politicians with his taxes & doesn’t think you should, either. A well-known retirement expert (and a recovering certified public accountant), Slott leads seminars.

Investing Basics:ETFs

ETFs or “exchange-traded funds” are exactly as the name implies: funds that trade on exchanges, generally tracking a specific index. When you invest in an ETF, you get a bundle of assets

Types of brokerage accounts

If you have money set aside and are trying to find the right way to manage it, opening a brokerage account may be a good option for you. Learn about the types of brokerage accounts.

Women & Wealth Reports

check out the latest data & trends in for women & wealth

MONEY FIT WOMENSTUDY:Executive Summary

Fidelity Investments®2021 Women and InvestingStudy

Women Have Significantly Less Saved in 401(k)s Than Men — And What to Do About It

Women as the next wave of growth in US wealth management

Women primary breadwinners face challenges embracing their financial power