Women and wealth
Empowering women to reach new financial heights
It’s time to make money conversations more common among women.
While female financial confidence is higher than ever, women still face unique challenges as they seek to achieve their financial goals. Time to take charge of your financial future.
Research shows
American women are leading the way as business owners and entrepreneurs, oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.
90% of women will be in charge of their family finances at some point in their lives.
Ackerman, Ruthie. “Clients From Venus”, Wall Street Journal 30 April, 2012. Web. 03 March, 2020.
Women now control 52% of wealth, which is expected to grow to an estimated two-thirds by 2030.
National Association of Women Business Owners, 2017.
Only about half of women feel confident about managing investments compared to more than two-thirds of men.
Women and Financial Wellness: Beyond the Bottom Line, AgeWave 2018.
Explore our new Women’s Workbook
We’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.
Download the Women’s WorkbookWomen's financial confidence 100 years after the right to vote
Despite progress since the 19th Amendment, there's still a deficit in financial confidence among women.
As women age with longevity on their side, the financial future is female
Baby Boomer women often make choices for themselves, children, spouses and parents – and their economic influence can no longer be overlooked.
Health and wealth: Why investing in your wellness now will help you in the future
A financial advisor is like a personal trainer. With links between financial fitness and physical health, it pays to take a preventative approach.
Power of the purse: How women can use their economic power to spend with purpose
All generations of women are increasingly in control of household purchases, allowing them to support causes and issues they value.
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