Women, Wealth & Well-being
Take charge of your financial future!
Empower yourself with knowledge and action steps to build your foundation for Wealth. Whether you want to strategize understanding personal or business finances, let’s make sure there are NO secrets in your portfolio.
Women are building businesses, accumulating assets, and shaping the economy like never before—yet money remains the #1 stressor for most of us. It’s time to change that.
Amanda Petri with Confetti Wealth led an insightful session where we broke down the barriers around personal and business finance. Whether you're navigating investments, Social Security, or simply defining what “wealth” means to you, these are actionable strategies to build confidence in your financial future.
The rise of women’s financial power—how we’re leading the charge
The truth about financial stress & why money conversations matter
Investment strategies: The cost of missing market opportunities
Social Security secrets—are you leaving money on the table?
No more secrets, no more stress—just knowledge, strategy, and confidence!
Women are wielding more power and assets today, we’ve hit incredible milestones. Women increasingly outpace men in college graduation and enrollment rates. Women accounted for nearly 60% of all college students by the end of the 2021-2022 academic year. It’s no secret that women can run a business! Women started businesses at 2X the rate of men between 2019 and 2023 (4.5X between 2022 and 2023). The US has 14 million women-owned businesses, up from 402,000 women-owned businesses in 1972.
51% of women say that money is the #1 stressor in their life, compared to work, health, family and social
61% of women would rather talk about their own death than money
There is a challenge to face, but the good news is that you don’t need to be in finance to understand and invest your wealth with confidence.
“Wealth" means a lot of different things to different people; for some it means being in a state to have choices, for others, wealth brings to mind images of travel, security, independence, or health. What does it mean to you?
Miss a Rally? …. Never! Time in the market vs. timing the market-
When we get fearful or if we don’t understand our finances, we tend to move into less risky assets like cash. But when we do that, we take on the opportunity cost of missing top-performing “rally days”.
Missing just 5 of the best-performing days over the last 20 years (out of 7,300 total days, 0.068% of those – less than tenth of a percent) could have cost your portfolio over $200,000 – over a third of its potential value. And if you were unfortunate enough to miss the 25 worst days, you’d be close to flat on your investment.
More than 70% of people collecting SS today are collecting reduced amounts because they can. Many of these people probably didn’t know enough about the rules to make an educated decision. Since longevity is a fact for women, let’s try not to shortchange ourselves and make sure we understand all the options. A very important question to ask yourself: Are you grabbing the benefit because you can? Or because you’re retiring and need the income?
Amanda Petri has spent over 20 years in the financial service industry, currently a Private Wealth Advisor for Confetti Wealth, specializing in comprehensive financial planning, which includes cash flow management, tax control strategies, wealth accumulation, retirement planning, capital preservation, and estate planning, among many other areas of focus.
Private Wealth Advisor, Amanda Petri: amanda.petri@ampf.com #952-857-1487
