A guide to building and sharing wealth
Leaders at Citizens speak about gaining financial confidence, the importance of community, preserving your legacy and more.
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The Great Wealth Transfer presents financial opportunity for women
The Great Wealth Transfer presents both opportunities and challenges for families and individuals – especially women – as a historic $124 trillion in assets are set to be passed down from one generation to the next.
Private Wealth Perspectives: From Wealth Transfer to Wealth Empowerment
Gain insights from leading experts on financial planning and investment strategies tailored for women to build wealth and secure a financial future.
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Women and wealth: Redefining your journey
Women must take ownership of their financial lives, including setting and moving toward goals, working with trusted advisors and creating a community.
Embracing economic power: A new era for women’s wealth
The largest wealth transfer in history is putting women in control of $34 trillion. Learn how to confidently manage your financial future with expert guidance and custom strategies.
Making an impact: How women can use wealth for good
How can women mobilize their resources for social, philanthropic and collective economic growth.
Planning for the years ahead
Navigate your financial future with confidence knowing you have access to expert guidance, whether you’re looking to buy or sell your home, start a new business venture, or build wealth.
How to help your college-bound child with student loans
College costs have been rising and paying for it has become more complex. As a parent, you might be wondering how you can help. Here are some tips for helping your student with loans.
How to deal with financial stress
Finances can be a significant source of stress and anxiety for many of us. The good news is that money stress is manageable, and there are actions you can take to reduce the stress you might be feeling.
Which budgeting strategy is right for you?
Money is personal for everyone — and so is choosing a budgeting method. That’s why selecting the best option for you and sticking to it is crucial for savings success.
Key considerations for a solid financial plan
A comprehensive plan can remove financial stress and anxiety from your life, and a financial advisor can help mitigate this even more by developing that plan with you.
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1 The Citizens Great Wealth Transfer Survey was conducted by Wakefield Research among 1,500 nationally representative U.S. adults, with oversamples for 100 in both High Net Worth/Ultra High Net Worth and Affluent adults, between Jan. 22 – Feb. 3, 2025, using an email invitation and an online survey. Data has been weighted.
Sources: According to financial research firm Cerulli Associates.
2 The Citizens Election Financial Paralysis Survey was conducted by Wakefield Research among 1,000 nationally representative US adults, between October 9th and October 11th, 2024, using an email invitation and an online survey. Data has been weighted.
Disclaimer: Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC do not provide legal or tax advice. The information contained herein is for informational purposes only as a service to the public and is not legal advice or a substitute for legal counsel. You should do your own research and/or contact your own legal or tax advisor for assistance with questions you may have on the information contained herein.
Banking products are offered through Citizens Bank, N.A. ("CBNA"). For deposit products, Member FDIC.
All investing involves risk, including the risk of loss of principal. Investment risk exists with equity, fixed income, and other marketable securities. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC ("CFA"), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC ("EPS") or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE