If You Love Someone, Make Them Your Beneficiary!
February brings us closer to spring and the beginning of annual benefit plan enrollment. Soon you’ll be reviewing your annual plan. When...
Hidden in Plain Sight—People with Nonprime Credit Are the New Middle Class
We’ve heard a lot lately about the shrinking middle class. Despite an economy with the highest level of corporate profits in years and...
Questis Predicts What 2019 Will Bring for Financial Wellness
Questis has once again released a piece predicting what 2019 will bring for the financial wellness industry. While the company’s 2018...
2019 Predictions: 5 Trends in Financial Wellness
One year down, with a whole new one on the horizon. That means it’s time to dust off the ol’ crystal ball and share some predictions for...
Yes, Virginia, There Really Is a Definition of Financial Wellness
Recently, I’ve seen a number of articles lamenting the perception among both plan sponsors and advisors that there is no widely accepted,...
