How Financial Professionals Can Close the Gender Gap in Retirement Planning

By Elle Switzer June 09, 2026 InvestmentNews

Financial planning is often framed as gender-neutral, but the realities women face — including lower lifetime earnings, caregiving interruptions, and longer life expectancy — require more tailored approaches to achieve long-term security. Research highlighted in CFP Board’s Building Wealth: Insights on Women’s Aspirations & Growing Financial Power shows women value financial planning, yet gaps persist in access to the tools and support needed to meet their distinct financial challenges.