Current Articles
Recent news and research
The Greatest Wealth Transfer In History: What’s Happening And What Are The Implications
Over the next two decades, the United States will experience an unprecedented shift of demographics and finances that will likely be felt by every American. Baby Boomers, the generation of people born between 1944 and [...]
Could The 30-Year Mortgage Be Detrimental To Your Financial Wellness?
Could The 30-Year Mortgage Be Detrimental To Your Financial Wellness? Which mortgage loan is best: the 15-year or the 30-year? It’s one of the most common questions we receive in this business. Like many financial [...]
How Lack Of Financial Literacy Is Contributing To The Nation’s $1.5 Trillion Student Loan Crisis
Millions of student loan borrowers are faced with impossible choices. The average student loan balance has grown so significantly that many recent college graduates’ salaries are insufficient to cover these payments as well as a [...]
The Need (And Demand) For Better Financial Literacy
Today, many young adults are experiencing stress when faced with taking responsibility for their finances and planning for the future. This is because most lack the skills, knowledge and confidence to do so. Average student loan [...]
Why We Need To Close The Financial Literacy Gap For Women
Women have never felt more empowered than we do today. There are more female CEOs in the Fortune 500 than ever. Women are running for office in record numbers. More women are pursuing entrepreneurship. Women are earning [...]
Most Americans Think They Know More about Money Than They Do
Have you ever met someone who doesn’t want to start a CrossFit class until they get in shape, and found yourself wondering, isn’t the point of the class to help you get in shape? That [...]