Current Articles
Recent news and research
Solving the Financial Health Paradox
The disconnect between consumers’ self-perceptions and the reality of their financial health is striking, and suggests that financial services need to be doing something different. Findings from a recent Ernst and Young study—infused with insights from [...]
Americans need to start saving for a rainy day
Every day our nation faces some risk whether it be from flooding, earthquakes, wildfires, hurricanes, tornados or other threats. While none of us want to think that the next disaster will happen where we live, [...]
Viability and Effectiveness of Financial Wellness Programs Questioned
Financial wellness programs have been introduced in companies with the aim to have sound financial systems that enable employees to break away from the paycheck to paycheck dilemma. A healthy financial life can contribute to [...]
Financial literacy: a crucial life skill
Throughout school, students learn advanced mathematical and chemical equations, American history, art, music and English. But most Americans never learn how to properly manage money. Debt is an accepted part of most people’s lives. Thirty [...]
Failure to address financial stress concerns threatens retirement
Employers trying to do something to help their employees improve their financial wellness may be congratulating themselves on putting programs in place to deal with it—but the programs they’re using may not be doing much, if [...]
33% of Americans Are Making a Major Money Mistake
Retirement is a period of life that's apt to cost money. It may not cost quite as much money as your working years, but seniors still have bills to pay. And they need money to [...]