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Women now control 1/3 of U.S. financial assets

As many women take on the "investment manager" role for their families, confidence in planning for their financial future becomes increasingly important.1
 

Caregiving limits the savings for 64% of women.

Nearly two-thirds of women in the sandwich generation report that caregiving duties have negatively impacted their ability to save for their financial goals.2

Women outlive their savings by 5 years

You can never be too prepared for your financial future. Consider putting a strategy in place that will help you fund additional years of your life and retirement.3
 

Important information: 

1Capgemini, 2022 Wealth Management World Report

2Research from Edward Jones, in partnership with the NEXT360 and Morning Consult.

3Social Security Administration, 2023; National Institute on Retirement Security, 2023