Martha Brown Menard
17 posts
Dr. Martha Brown Menard is the Behavioral Scientist and Director of Financial Coaching for Questis. She is a research scientist, financial wellness coach, and member of the Association for Financial Counseling and Planning Education. She is passionate about democratizing personalized financial guidance through scalable and configurable technology.
In Case of Emergency, (Do Not) Break 401k
Everyone needs an emergency fund. Income is great, and regular income is better, but an emergency fund is…
November 16, 2018
6 Practical Communication Strategies for 401k Advisors
Most experts agree that communication skills are important for all financial advisors, including retirement plan advisors. Yet communication…
October 15, 2018
How to Measure 401k Financial Wellness ROI
Whenever I read an article about how hard it supposedly is to measure the ROI of financial wellness…
September 14, 2018
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,…
August 17, 2018
The New Retirement Reality
A new study from the Aegon Center for Longevity and Retirement mirrors the findings of the recent Questis…
June 18, 2018
The New Retirement Narrative—And What 401k Advisors Need to Know
It’s no secret that Americans are facing a retirement crisis. Based on current trends, Americans will be confronting…
June 6, 2018
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…
May 29, 2018