Understanding How Women Shape Retirement Planning

September 11, 2019 by Portfolio Staff

With $29 trillion of financial assets in retirement investment households in the United States, women who are the head of the household or a shared decision-maker control or influence $16 trillion, based on research from Global Atlantic Financial Group and Kehrer Bielan. Financial advisors need to consider how women approach these crucial financial decisions.

The Understanding How Women Shape Retirement Planning infographic takes a closer look at the division of financial assets and women’s investment preferences. This can help financial service firms better serve the women who play a key role in retirement decisions.

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Originally Posted at BISA on August 14, 2019 by Portfolio Staff.