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Financial Wellness: Prepared for Life?

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Paying for college: A practical guide for families

How can you help your clients make informed decisions about assembling financial aid packages that are right for their individual circumstances? Start with a guide that's particularly useful for parents knocking on college’s door as they try to figure out how to actually pay the bill.

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The optimism challenge

It's human nature to be optimistic.  We tend to think bad things happen to other people, but not to us.  Here, behavioral expert and professor Dan Gilbert explains how taking a realistic look at risk can help people prepare for the unexpected.

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The 5Ws of chronic illness

By 2050, almost 89 million Americans will be 65 or older. While many people currently care for older relatives, they too may develop a chronic illness one day that limits their ability to care for themselves. This report helps outline the many challenges that could lay ahead—the Who, Why, Where, When and What of chronic illness care.

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Game changer: Financial life after the Windsor and Obergefell decisions

In June 2015, the U.S. Supreme Court ruled that same-sex marriages are legal in all 50 states, so LGBT couples now face a number of new financial opportunities and challenges. With decisions they make today potentially impacting their financial lives for years to come, this infographic can serve as a guide for the road ahead.

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