Women and wealth
Empowering women to reach new financial heights
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It’s time to make money conversations more common among women.
While female financial confidence in money management is higher than ever, women still face unique challenges as they seek to achieve their financial goals. It's time to take charge of your financial future.
Research shows
American women are leading the way as business owners and entrepreneurs. They oversee household purchasing decisions and control the majority of wealth. Despite these gains, women still face unique challenges that make planning a priority.
Women are adding to their assets a rate of $5 trillion per year globally.
Boston Consulting Group, Women in Wealth, Managing the Next Decade of Women’s Wealth, 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.
Insights for women and wealth
The cost of caregiving falls disproportionately on women
Women tend to be the primary caregivers for aging parents and spouses. Nearly two-thirds of dementia caregivers in the United States are female.
Read more
100 years later: Economic gains and unfinished business of the 19th Amendment
The advancement of women in the workforce – and in their own homes – directly translates into influence and prosperity, fueling the nation's economy.
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Business owners in times of crisis: How women can chart new careers
Three female entrepreneurs who saw opportunity in inopportune times were rewarded for the risks they took.
Read moreAs 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.
Women'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.
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.
How to turn unhealthy money mindsets into smart financial decisions
Beliefs about spending and wealth often form during childhood and can fuel negative financial behaviors. Thankfully, these habits can be changed.
Five steps for raising financially confident girls
Kids in elementary school can learn about saving if you make it fun and visual. Teach basic investing early to instil healthy financial habits.
Download the 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.
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