Current Articles
Recent news and research
UK employers falling short on financial education, shows new research
A new survey of 2,000 British workers across major industries such as retail, manufacturing and financial services, suggests that British businesses aren’t doing enough to support financial literacy, and are consequently missing opportunities to improve [...]
What Is Your Relationship With Money?
When we think of relationships, we often think of our interactions with other people. Our life experiences teach us that relationships with people can be healthy or toxic based on a number of factors. However, [...]
Credit card debt increases by 24,500 percent since 1970
Consumer debt in the U.S. has grown by 25 percent in five years and doubled since the turn of the century, according to the latest Clever Real Estate report Consumers in southern states hold more debt [...]
The American Dream Is Out Of The Reach For Scores Of People, New Survey Finds
Whether the American Dream means home ownership or financial freedom it doesn’t matter. It’s not in the reach of scores of Americans even if the economy is still humming along and jobs are aplenty. That’s [...]
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 [...]