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2023 Equitable Study Reveals that Relationship Status Influences Financial Behaviors and Mindsets for Women

“Our financial wellness includes much more than our risk tolerance and what is in our savings accounts. It’s the total of all aspects of our lives, including our relationship status,” said Jody D’Agostini, CFP®, CDFA™, RICP, a financial professional with Equitable Advisors. “This study underscores the importance of understanding and leaning into the differences in attitudes and behaviors across varying life events. We want women to feel confident about their financial futures, and that includes preparing for what sometimes might be the unexpected as they navigate their financial journey.”