Current Articles
Recent news and research
Will Robo-Advisors And Chatbots Eliminate The Need For Financial Literacy?
OBSERVATIONS FROM THE FINTECH SNARK TANK According to one banking industry expert: Traditional methods for financial education are a waste of time when it comes to helping Millennials plan for their financial futures–instead, credit unions should [...]
On Why 100 Million Americans Are Financially Stressed And Will Likely Stay That Way
In January 2016 I founded a tech start-up help Americans make better financial decisions. I've since learned that most people are stressed out because they save little, have enormous debt, don’t know where their money goes and [...]
Financial Wellness Programs Take Center Stage with Employers
Five years ago, employers were just starting to provide workers with financial benefits beyond their retirement plan, but now financial wellness appears to be firmly entrenched in the benefits space, according to a recent report. [...]
6 Things Fortnite Can Teach Us About Financial Wellness And Behavior Change
What does America’s obsession with Fortnite have to do with financial wellness programs and financial behavior change? Surprisingly, more than you would think. Fortnite is on track to be the most popular video game in history and is currently beating out [...]
Got debt? Your boss wants to help with that
Your boss knows that your finances may need some help. This year, you just might get it. Just over half of employers surveyed by Alight Solutions said they are in the process of creating financial [...]
Simple Strategies To Help Anyone Improve Their Financial Literacy
No one wants to feel like they’re scrambling for money every month, especially if they’re already working full-time and struggling to maintain a healthy work-life balance. However, that seems to be a common occurrence in [...]