Literacy

Financially literacy remains a struggle for prospective investors young and old. And it’s never too early to start learning the basics.

An Educator’s Approach is Needed. Well-educated clients, even those with advanced degrees, might admit they really don’t understand financial planning and they may feel embarrassed

A Holistic and Comprehensive Approach. For John Caserta, the managing director of Caserta & de Jongh, LLC, based in Cheshire, Connecticut, financial planning must involve people sitting

A recent survey from Mercer Consulting called “Inside Employees’ Minds: Women and Wealth,” showed that men and women see financial issues differently. While 62 percent of men feel

Behavior more telling than financial Literacy. An educated client is the best client. That’s according to Philip Smelser, a financial advisor and president of Financial Education and Achievement.

No one reads the prospectus. It’s too cumbersome. Frankly, to be kind to its writers, even just a front-page summary is, for most investors, a boring read, let alone the following pages

Money is an uncomfortable conversation topic. Often people simply get “weird” about it. "Money conversations between family members can be awkward,

Prizm Financial Group uses a simple approach to educate clients and partner with them in meeting their financial goals

No matter what twists and turns the federal government takes on its travels down Fiduciary Definition Lane, Joseph Rinaldi believes he will arrive at his desired destination: his client’s best

Too many Americans have troublesome spending habits. They use credit cards to pay for basic daily necessities, and they aren’t saving enough to create a retirement nest egg.

Social Security isn’t going to go broke by the time you reach age eligibility. That notion is just one of many myths creating insecurity among working investors who not only want – but need

Be an educator first; be a financial advisor second. That is the mantra of Larry Welder, owner of Granite Financial Solutions, LLC, with offices located in Iowa and Georgia and