Senior business leaders are often so busy managing the demands of their jobs that they risk missing out on opportunities to maximize their finances. Executive compensation and benefits packages can be extremely complicated and frequently require additional time and expertise to understand.

For investors looking to get into the market, it can seem particularly challenging these days to decide on the right time to make the move. After all, the nearly 20% decline in the S&P 500 Index in calendar year 2022 is barely in the rear-view mirror. And the fall of banks like Silicon Valley Bank and First Republic may not provide a lot of confidence in the financial system.

For women investors, the problem is particularly acute because of some of the unique challenges women face with their finances.