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4 min read

COVID-19 Forces Americans to Make Positive Changes

By Ayo Mseka on Jul 1, 2020 1:39:13 PM

COVID-19 has served as a wake-up call to Americans about their vulnerability to unforeseen illness and mortality, and has already inspired three out of four adults to make changes to their plans for the future.

Topics: Financial Wellness
2 min read

Avoiding Scams

By Ayo Mseka on Apr 21, 2020 12:07:05 PM

The District of Columbia Department of Insurance, Securities and Banking has some information concerning student loan debt relief scams which you might want to share with your clients.

Topics: Financial Wellness Avoiding Scams
1 min read

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

By Ayo Mseka on Apr 20, 2020 2:44:22 PM

According to a new Financial Wellness Survey from KeyBank, 75% of consumers consider themselves financially savvy, with 41% stating they're savvier than most or they consider themselves experts in areas of personal finance.

Topics: Financial Wellness
3 min read

COVID-19 Is Creating Financial Stress for Many Consumers

By Ayo Mseka on Apr 20, 2020 1:18:30 PM

During this month, which is Financial Literacy Month, it is interesting to note the high level of financial stress that COVID-19 is creating among many consumers. This underscores the need for many agents and advisors to fully participate in Financial Literacy Month and help their clients during these trying times.

Topics: Financial Wellness
2 min read

Financial Wellness Contributes to a ‘Life Well-Lived’

By Aamir Chalisa, MBA, LUTCF on Jan 13, 2020 6:20:00 PM

Topics: Financial Planning Financial Wellness