1. Post on LinkedIn
   Pull out one compelling statistic or insight, add your perspective, and ask a question.
2. Share with a Client
   See an article that makes you think of someone? Send it with a quick note: “Saw this and thought of you.”
3. Start a Client Conversation
   Use an article as a reason to reach out about retirement, caregiving, widowhood, divorce, investing, or another financial issue.
4. Create a Short Video
   Choose one takeaway and record a 60–90 second video explaining why it matters.
5. Turn It Into an Email
   Use the article as inspiration for a short client or prospect email, then link to the original article.
6. Bring It to a Meeting
   Use a statistic, chart, or insight to start a conversation with a client, prospect, COI, or networking group.
7. Teach From It
   Turn a topic into a webinar, lunch-and-learn, workshop, or client event.
8. Create a Social Series
   One article can become several posts. Pull out three different statistics or ideas and 
9. share one each week.
10. Use It to Reconnect
    Haven’t talked to a client, prospect, or COI in a while? Send a relevant article as an easy, no-pressure reason to reconnect.
11. Become the Go-To Resource
    Consistently share timely research about women and money. Over time, you’re not just posting content—you’re showing people what you know, who you serve, and the conversations you’re prepared to have.

Keep it simple: Find a great insight, add your expertise and share it. You don’t always need to create more content. Use great content to create more conversations.

• McKinsey — “The New Face of Wealth: The Rise of the Female Investor” — May 2025
  • Why it Matters: A must-read. Women currently control about one-third of U.S. and EU retail financial assets, projected to reach 40–45% by 2030. The financial industry doesn’t have a women problem. It has a relevance problem.”
• Cerulli — “$54 Trillion Will Transfer to Widows Through 2048; More Than 95% Will Go to Women” — Jan. 2025
  • Why it Matters: Much of the Great Wealth Transfer happens spouse-to-spouse before parent-to-child. The Great Wealth Transfer isn’t primarily about the kids—at least not yet.
• Capital Group — Financial Advisors Have Historic Opportunity to Empower More Women to Invest — June 2025
  • Why it Matters: Women are almost 40% more likely than men to begin investing after age 35. Women don’t necessarily need more investment products. They may need an earlier invitation into investing.
• UBS — Own Your Worth 2025 / Heir Dynamics
  • Why it Matters: UBS reports 80% of widows and women inheriting from parents encountered wealth-transfer challenges, while 74% expecting a parental inheritance say they aren’t prepared to receive the assets. Receiving wealth and being prepared to manage wealth are two very different things.
• J.P. Morgan Wealth Management — 93% of Women Investors Aren’t Relying on the Great Wealth Transfer — Oct. 2025
  • Why it Matters: Great counterpoint to the inheritance narrative. Women are building wealth themselves rather than waiting for inheritance. Stop talking about women only as inheritors. They’re wealth creators.
• Fidelity — 2025 Women & Money Study — Oct. 2025
  • Why it Matters: Nearly 2 in 3 women have a financial plan, but 1 in 5 has no emergency savings. A woman can have a financial plan and still feel financially vulnerable
• Fidelity — Women’s Financial Wellness 2025 — March 2025
  • Why it Matters: Interesting retirement shift: 50% of women who retired in 2024 used a phased approach, versus 19% two decades earlier. Retirement isn’t necessarily a finish line anymore—especially for women
• J.P. Morgan Asset Management — Helping Women Achieve a More Secure Retirement — 2026
  • Why it Matters: Women show lower retirement confidence and greater concern about outliving their savings. For women, longevity isn’t just a health story. It’s a financial-planning story.
• T. Rowe Price — Ways to Help Women Overcome the Retirement Savings Gap — Feb. 2025
  • Why it Matters: Particularly useful statistic: 60% of women are divorced, widowed or never married in retirement vs. 35% of men. Why are we still building retirement plans as though women will always retire as part of a couple?
• TIAA Institute — Planning for the Unknown: Longevity Expectations and Retirement Readiness — 2026
  • Why it Matters: Only 33% of adults correctly identify typical longevity at 65; people expecting longer retirements save and plan substantially more. What if one of the biggest retirement risks is simply underestimating how long you’ll live?
• TIAA Institute — How Longevity and Health Information Shapes Financial Advice — Feb. 2025
  • Why it Matters: Research looks at how assumptions about health and life expectancy affect financial recommendations even among professionals. How much of a retirement recommendation is math and how much is an assumption about longevity?
• AARP + National Alliance for Caregiving — Caregiving in the U.S. 2025 — July 2025
  • Why it Matters: 63 million Americans are caregivers; half report negative financial consequences and one-quarter take on debt. Caregiving belongs in the financial plan before a caregiving crisis begins.
• T. Rowe Price — Take Financial Control During and After Divorce — June 2025
  • Why it Matters: Goes beyond splitting assets to retirement accounts, insurance, real estate, college savings and long-term sustainability. In divorce, equal assets don’t necessarily create equal financial futures.
• American Economic Review — “Gender Differences in Financial Advice” — Dec. 2025
  • Why it Matters: Based on 27,000 actual advisor-client meetings, researchers found differences in recommendations and fees received by female vs. male clients. Would two identical clients receive the same financial advice if one were a woman?
• LIMRA — Women Report Higher Financial Stress — March 2025
  • Why it Matters: 4 in 10 women report high household-finance stress—11 percentage points above men. Concerns include retirement, emergencies, LTC and disability. Financial stress isn’t just about income. What are women actually worried about?
• RBC Wealth Management — Women’s Economic Power Rising to New Heights — March 2026
  • Why it Matters: Younger high-net-worth women are accumulating wealth through executive careers, businesses, real estate and other sources—not merely inheritance. The next generation of wealthy women isn’t waiting to inherit it.
• BlackRock — Engage Women Investors Before Wealth Transfers — March 2026
  • Why it Matters: Excellent advisor-specific piece about establishing relationships before widowhood or inheritance occurs. If your first meaningful conversation with the wife happens after her husband dies, you’re years too late.
• Natixis — Advisors See Wealth Transfer as an Existential Threat — April 2026
  • Why it Matters: 41% of U.S. advisors call wealth transfer an existential threat to their practice; 22% say they’ve already lost significant assets through generational attrition. The Great Wealth Transfer isn’t automatically an opportunity for advisors. It can also be a retention crisis.
• Wilmington Trust — Women, Wealth and the Great Transfer of Influence — Aug. 2026
  • Why it Matters: Goes beyond inheritance into longevity, entrepreneurship, divorce and other transitions driving women’s financial control. It’s not just a wealth transfer. It’s a transfer of financial decision-making power.
• William Blair — The Great Wealth Transfer: Women at the Center of Wealth Stewardship — Sept. 2026 
  • Why it Matters: One of the newest pieces I found. Focuses on women becoming central to how family wealth is managed, preserved and passed forward. We’re moving from talking about women receiving wealth to women stewarding wealth.