Social Security Disconnects
I have recently been working on a project with colleagues where we compared research-based retirement planning recommendations with what people actua…
Financial Education Advocacy Efforts Are Increasing
During the past six months, a number of states have passed personal finance course mandates for students in middle school (e.g., New Jersey) and/or…
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Financial Education: Does It Work?
The best way to gauge the effectiveness of financial education programs is to study how they change the financial practices of participants. The best…
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Robo-Advisory Industry Trends
At a recent Jump$tart Coalition Partner’s Meeting, Chris, Lee, the Connecticut State Coalition leader and a financial advisor, spoke about trends in …
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Medicare Fraud: Red Flags to Avoid
I serve on the Advisory Committee of the Senior Medicare Patrol of New Jersey. SMP-NJ receives federal funding to prevent and investigate Medicare fr…
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