Browsing Tag
financial literacy
46 posts
Financial Wellness Program Provides $5.2 Million Boost to United Real Estate Agents
Use of Dave Ramsey’s SmartDollar program credited with boosting savings, reducing debt for the company’s independent contractor agent base
Employees Reflect on Financial Wellbeing this Holiday Season
Older workers share key financial lessons like saving for retirement earlier, maximizing employer matches, and building an emergency savings fund
Participants with Advisors Way More Confident of Secure Retirement
First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a financial advisor are better informed and contribute more
Over 40% of Americans Don’t Know What a 401(k) Is, Poll Finds
Survey, released during Financial Literacy Month, shows glaring lapses in knowledge of basic concepts
Savers Concerned About Inflation; Few Taking Action to Combat It
Lincoln Financial study finds inflation is No. 1 financial concern among consumers across generations
Participants are Failing at Retirement Literacy
Most Americans scored a 31% on their retirement literacy in a recent study by The American College of Financial Services
Lack of Financial Literacy Cost Workers $1500 in 2023
When considering the over 240 million adults in the U.S., that figure exceeds to $388 billion this past year alone, finds the NFEC
Advisor Q&A: Courtenay Shipley Brings Creative Fuel to the Retirement Industry
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief Planologist” at Retirement Planology, talks about her unique perspective and what fuels her passion for the industry
Taylor Swift, Beyoncé Tours Inspire New Era of Financial Spending
Consumers are spending more of their finances on concerts. Here's how advisors can help them manage the expenses while saving for the short- and long-term
Americans In the Dark with Longevity Literacy
The joint study by TIAA and GFLEC connects stronger longevity literacy scores with retirement readiness