Women, Wealth, & The Great Transfer: Why Confidence Matters

Women are poised to inherit and control a growing share of wealth, yet many face a confidence gap, not from lack of ability, but from limited experience and inclusion in investment decisions. Their priorities often focus on long-term security, family stability, and avoiding financial burden, while caregiving breaks can impact lifetime earnings and savings.

The solution? Education, proactive planning, and working with trusted advisors because confidence grows when women ask questions and get involved early.

Watch Carol Petrov, CFP^®, CPWA^® on Fox 5 Good Day DC as she breaks down how women can take charge of their financial future!