To effectively serve clients, Personal Financial Managers must stay current with trending financial topics. By doing so, they can deliver relevant content in briefings and anticipate questions to prepare responses for. Below is a brief description of five trending financial topics including high inflation, increased insurance costs, increasing debt, entrepreneurship…

To be an effective financial educator, your work should be informed by personal finance research. Below are findings and implications from three recent studies on economic well-being, financial literacy, and using “Buy Now Pay Later” to pay for groceries:

Each year, as the leaves change color and the air turns crisp, communities across the globe eagerly prepare for the spooky, delightful festivities of Halloween. It's a time when neighborhoods come alive with decorations, laughter, and the promise of sugary treasures. But, as we revel in the spirit of the…