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Historically, women have faced many unique challenges with respect to finances. Our goal is to deliver tailored financial wellness education and programs focused on helping women improve their financial confidence, knowledge, and behaviors. Below you can discover our latest thought leadership and resources.

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Spending & Savings Plan Tool

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401(k) Loans, Withdrawals and Management 

Managing Emotions and Self-Care 

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Actions to Consider Right Now

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Do you have access to retirement help from Edelman Financial Engines?

After the stock market’s recent losses, it’s understandable if you’re worried about how to move forward with retirement planning. Edelman Financial Engines can help you better prepare for retirement with a review of where you stand with your finances and retirement savings. 

Schedule a Financial Review with an Edelman Financial Engines advisor and:

  • Discuss your financial hopes and dreams 
    Review your personal goals and progress.

  • Create a retirement income analysis
    Find out whether you’re saving enough and whether your money will last through retirement.

  • Develop personalized strategies to reach your goals
    Circumstances change, especially during this time of uncertainty. An advisor can help you adjust your plan to keep you on track.

1 The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2As of September 30, 2020.

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Exclusive Research

With a woman serving as vice president for the first time and a record number of women in Congress, it might seem like we’ve come a long way. But we haven’t gotten very far at all.

Infographic: Climbing Out of the Rubble

The pandemic has had a negative financial impact on women across the board, including forcing many to leave the workforce for a variety of reasons beyond their control. While the vaccine has us hopeful about a return to normal, unfortunately for many women, climbing out of the financial damage rubble left behind will take far longer.


Our research uncovered that the Covid-19 pandemic has walloped women’s personal finances, knocking their plans off course during these critical times. Most women have felt impacted financially by the pandemic and do not expect recovery for years.


Executive Summary: Women and Money

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The Truth About Women & Money Webinar: Featuring Jean Chatzky and Ric Edelman

Educational Resources
Edelman Financial Engines Resources

We're Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by Barron’s1, with 150+ offices across the country and entrusted by more than 1.2 million clients to manage more than $230 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

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We know women have unique needs, it’s time to provide unique help

Yahoo Finance:The investing challenges facing women during the pandemic

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Despite recent gains, women are still earning less than men do. And a recent study found that a pay gap may exist in an unlikely place – children’s allowances.

It is important for everyone to understand the types of health care coverage available to retirees. Since women not only live longer but are also often the primary caregivers for elderly family and friends, it is especially vital that women familiarize themselves with how the system works.

Women face unique challenges when it comes to saving for retirement. That is why they need to plan now.

To reach your goal of financial security you need a plan. And that plan needs to change as your lifestyle changes over time.

Gender Bias

In Honor of Women

Financial Planning for Women – Adapting to Changes in Lifestyle

The Truth about Health Care

Thought Leadership and Resource Center

The Truth About Women and Money