Obermeyer Wood Investment Counsel, LLLP’s Post

By 2030, U.S. women are expected to control much of the assets the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have become the newest face of wealth and will increase their net worth even more. Read our latest blog for tips on wealth management for high-earning women. https://hubs.la/Q01-xDQq0

I am excited to share my latest article on wealth planning for high net worth women! 💰   In today's dynamic financial landscape, more and more women are taking control of their financial futures. The way women approach money is unique and understanding this is an important aspect of my job. In this article, I delve into key aspects of wealth planning specifically designed to empower women to achieve their financial goals. ✨   If you would like to discuss your finances please do reach out to me, I would be delighted to help.   #WealthPlanning #WomenInFinance #FinancialEmpowerment #InvestingInWomen #Empowerment #FinanceTips #MoneyMatters https://lnkd.in/eC_r2Ebj

The Allianz Life's Women, Money, and Power Study reveals a significant increase in financial independence among women. Full article available here: https://lnkd.in/gK45WJjj Some key findings from the study include: 🔹 43% of women say they are the primary breadwinner in their family, up from 34% in 2021. 🔹 33% of women are currently working with a financial advisor, up from 26% in 2021. 🔹 Many women are interested in sustainable and values-based investing. At The Woman's Exchange, we recognize the importance of economic independence and are dedicated to providing opportunities for women in all situations to achieve it. We work with a variety of individuals, including divorced or widowed women, women who require additional income, women who are unable to maintain regular work due to household needs, and early-stage entrepreneurs developing and launching their businesses. Whether it's through financial education, personalized advice, or support for sustainable investing, we are here to empower women to take control of their financial futures. #FinancialIndependence #WomenEmpowerment #SustainableInvesting #FinancialPlanning #WomenInFinance #TheWomansExchange

Director and Head of Life Planning, Kim Potgieter CFP®, explains why women should be confident managing their money ⬇️  https://lnkd.in/d_Fhvn6J "Women bring so many positive attributes to the table, and for this reason, should feel confident to stand tall and rightfully take their place in the meeting room when it comes to family finances." #charteredwealthsolutions #financialplanning #lifeplanning #womenfinance

More women than ever are following their own careers and enjoying significant earning potential. So, when it comes to managing money, are things different for women who are high earners? George Howard, Chartered Financial Planner, looks at some of the key factors for women when it comes to financial planning and managing wealth. Read the full article here: https://okt.to/kxCZVA #womenfinance #financialfreedom #finance

In the US it is becoming increasingly more common for women to make just as much, or even more money than their spouse. Since women are making more, financial education is more important than ever. Women need to know how to manage their finances efficiently and effectively. I found this article to be super helpful, especially if you're someone who doesn’t know where to start. Here’s a section that really stood out to me: “Financial empowerment is not a measure of net worth. It really just means having the confidence — and skill set — to control your money versus letting your money control you. Women outlive men by an average of five years, which means they need their savings to last longer. Women need to become more financially empowered because things are going to happen along the road of life. You need to plan and be prepared for anything. To that end, MassMutual has developed the following seven recommendations for giving women the tools they need to take command of their financial future and establish financial empowerment.” Read more below:  https://lnkd.in/e6v3TA7m

How are women investors faring? In the U.S., an increasing number of women report serving as primary breadwinner (43%), and about half report being in charge of the family finances, according to a recent survey by Allianz Life. In addition, more than half of women reported they are more financially savvy than their spouse or partner. At the same time, only 64% of women reported feeling financially secure, which is driving an increase in women who have a financial adviser, which is still relatively low at 33%. Of those, 77% report their adviser is their main source of financial information. Read more about women investors in our Gender Lens Investing 2024 at bit.ly/GLIQ. U.S. News & World Report Kate Stalter Heidi Vanderkloot #InvestingForWomen #WomensWealth #WomenInvestors #WomenEmpowerment

Women with wealth can often be an overlooked demographic with financial advisors. Many women looking to plan for their financial futures have not felt understood or represented. Given that women are projected to control about $30 trillion in financial assets by 2030, now is a great time for financial advisors to prioritize both attracting, and retaining, female clientele. Want more insights? Check out https://bit.ly/3tFOjX4.

Women with wealth can often be an overlooked demographic with financial advisors. Many women looking to plan for their financial futures have not felt understood or represented. Given that women are projected to control about $30 trillion in financial assets by 2030, now is a great time for financial advisors to prioritize both attracting, and retaining, female clientele. Want more insights? Check out https://bit.ly/3NQc3yA.

Traditionally male-dominated, the wealth management industry is expanding its focus and acknowledging the growing influence of female entrepreneurs and career women on the industry - along with the fact that women often become the holders of family wealth. This article in the FT delves into how women think about wealth and how they have a different approach to financial planning.  We'd love to know your thoughts on the subject.  https://lnkd.in/d-KuZM2e #FemaleWealth #FemaleEntrepreneur #WealthManagement