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2 min read

COVID-19 Sparks New Conversations About Financial Matters

COVID-19 has been a wake-up call for American consumers to reevaluate their finances. This is according to a new study...

1 min read

New Federal Proposal Protects the Best Interests of Retirement Savers

The Department of Labor has offered a new proposal to “improve investment advice and enhance financial choices for...

1 min read

COVID-19 Changing the Workplace for the Better

Six in ten Americans think COVID-19 has changed the way we work for the better, according to WalletHub’s nationally...

4 min read

COVID-19 Forces Americans to Make Positive Changes

COVID-19 has served as a wake-up call to Americans about their vulnerability to unforeseen illness and mortality, and...

3 min read

Do I Really Need Life Insurance?

Let’s face it. Most people put off buying life insurance for any number of reasons—if they even understand it. Take a...

1 min read

HELOC vs Reverse Mortgage Line of Credit

Many homeowners find peace of mind in having a Home Equity Line of Credit (HELOC), often known as a second mortgage,on...

2 min read

Avoiding Scams

The District of Columbia Department of Insurance, Securities and Banking has some information concerning student loan...

1 min read

Financial Literacy Month is the Perfect Time to Help Clients Fix Their Financial Missteps

According to a new Financial Wellness Survey from KeyBank, 75% of consumers consider themselves financially savvy, with...

3 min read

COVID-19 Is Creating Financial Stress for Many Consumers

During this month, which is Financial Literacy Month, it is interesting to note the high level of financial stress that...

1 min read

NAIFA COVID-19 Resource Kit for Older Adults Available

The COVID-19 outbreak presents serious concerns and challenges for older Americans, in terms of maintaining their...