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Monthly Focus
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March 18, 2022

Women Have An Advantage In Savings And Investments, Author Says

Studies have shown that women substantially outperform men when it comes to their saving investments, a financial literacy expert said.

March 15, 2022
Retirement planning requires real-world expertise.

How Advisors Can Help Women Rescue Their Retirement

Five suggestions for addressing the shortfalls in retirement for women and the overall gender disparities.

March 9, 2022
Many women are falling short when it comes to retirement planning.

How Life Insurance Might Solve Women’s Estate-Planning Issues

Life insurance can help protect women and their families in a tax-advantaged way while also providing income for retirement or benefits for long-term care.

March 3, 2022

72% Of Women Investors Have A Plan To Keep Them From Outliving Savings

A Nationwide survey revealed 83% of women investors have a strategy in place to generate guaranteed income in retirement and 59% have a strategy in place to help protect assets against market risk.

March 1, 2022
The pandemic has made it harder to engage with new clients.

How The Industry Can Bridge The Income Gender Gap

Women face a number financial planning challenges, led by an income gender gap that leads to a retirement savings gap. Add the caregiving challenges brought on by the COVID-19 pandemic, and you have a population group at financial risk.

47% Of Women Saved Less For Retirement In The Wake Of COVID-19

March 1, 2022

Add saving for retirement to the list of things that COVID-19 has impacted, according to a new survey from the…

March 1, 2022

Women’s Increasing Wealth Means More Need For Planning

Advisors can expect women to benefit from a broad range of education and product options due to varying life stages and ongoing changes in their financial condition.

The Gender Earnings Gap Creates A Snowball Effect On Retirement Saving

February 25, 2022

More than half of the personal wealth (51%) in the U.S. is controlled by women, with nearly all women (96%)…

Women Face Unique LTC Challenges

February 25, 2022

Americans recognize that they may require end-of-life long-term care, but many choose to roll the dice instead of planning for…

February 23, 2022

Digital Health Products Gaining Ground In The Benefits Space

Many believe that soon scanning a health care ID card from home will be as common as scanning a boarding pass from a phone.

February 14, 2022
Investing through apps is up since the pandemic, a study finds.

Investment App Usage Bloomed As COVID-19 Spread, Survey Finds

According to a poll of nearly 2000 investment app users by The Penny Hoarder, two out of three (66%), said they started investing during the pandemic, and 67% said the pandemic was the reason they became more serious investors.

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