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.
1 min read
Financial Literacy Month is the Perfect Time to Help Clients Fix Their Financial Missteps
By NAIFA on 4/20/20 2:44 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 NAIFA on 4/20/20 1:18 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 1/13/20 6:20 PM