Dr. Martha Brown Menard is a Principal Consultant at Cascadia. Martha is an experienced behavioral scientist and financial wellness coach, a member of the Association for Financial Counseling and Planning Education and the Financial Therapy Association. As a coach, she loves helping people create a positive relationship with money. Menard is passionate about democratizing personalized financial guidance through scalable and configurable technology.
In Case of Emergency, (Do Not) Break 401(k)
Emergency fund savings protect against setbacks, build resilience, and support long-term financial security for every household.
6 Practical Communication Strategies for 401(k) Advisors
Most experts agree that communication skills are important for all financial advisors, including retirement plan advisors. Yet communication…
How to Measure 401(k) Financial Wellness ROI
Whenever I read an article about how hard it supposedly is to measure the ROI of financial wellness…
Will Middle Class Workers Sink Their Retirement?
The Schwartz Center for Economic Policy Analysis at the New School estimates that roughly 40 percent of Americans,…
The New Retirement Reality
A new study from the Aegon Center for Longevity and Retirement mirrors the findings of the recent Questis…
The New Retirement Narrative—And What 401(k) Advisors Need to Know
It’s no secret that Americans are facing a retirement crisis. Based on current trends, Americans will be confronting…
What Digital Transformation Means for 401(k) Advisors
Digital transformation has already happened across multiple industries—and financial advising has been slow to catch up. Digital transformation…