01 Apr 2019

Time To Think Outside the Box in the Next Generation of Financial Wellness Programs

        April is financial literacy month and it comes at a time when the average American’s understanding about the basics of investing is declining. An October 2018 study by Alliance Bernstein (“Inside the Minds of Plan Participants”) found that only 9% of workers in 2018 surveyed were

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01 Dec 2018

New Book Explores How to Cope With Student Debt and Beyond

    Going to college used to be affordable, but the modern economy and rising expenses of advanced education have changed dramatically enough to make college tuition an exorbitant burden. Today, about 70% of all students in the U.S. have some college tuition debt and the numbers below show the

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17 Oct 2012

The Financial Literacy Dilemma by David Lufkin

  By David Lufkin As part of the Dodd-Frank Act, the SEC has been charged to “identify the existing level of financial literacy among retail investors as well as methods and efforts to increase (it).” Part 1 of the SEC Financial Literacy Study was released recently, but the horses left

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