Financial Literacy

Many people use others as a benchmark when examining their own personal progress toward accomplishing their financial goals.

Families whose economic health was already being weakened by poor financial literacy face greater obstacles during the COVID-19 pandemic and subsequent recession.

If some financial advisors have gone into hiding from their clients during the current economic crisis, they may find they are causing long-term damage to their customer relationships.

Client education improves communication. Many consumers are confused by financial industry jargon, making it more difficult for individuals and families to successfully plan for

The exponential growth of online programs and handheld apps – from so-called robo-advisors to educational tools and mock-trading platforms – has created a challenge for today’s

Many investors take a “get-it-done” approach to financial planning – they talk to a wealth manager, try to educate themselves, and put their money where they think it will work best.

A robust retirement plan requires more than strong returns. It also requires strong planning to avoid debt, mitigate taxes, and reduce risk.

Investors “sandwiched” between dependent children and elderly relatives face difficult choices as they try to navigate their financial future.

Education is at the heart of client service. A federal commission recently recommended that schools and universities begin requiring financial literacy courses.

Covering key topics in financial planning. Everyone has different levels of knowledge when it comes to their finances. Many people don’t know the basics, such as how compounding

Many financial plans focus on putting money away for retirement, as well as reducing the investor’s tax burden. However, some plans ignore the need to create income for the future

Many financial advisors provide clients with reams of information about financial products in their portfolios. These documents go into detail on risk factors, fund components, past performance,