News & Publications

01

Schwab Survey: Americans Lack Financial Education During COVID

htinsurancenewsnet.com, 08.18.2020

As COVID-19 has extended beyond a health crisis into an economic crisis as well, it has exposed how financially vulnerable many Americans are.

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Half of all Americans (50%) would experience financial hardship if they had to cover an emergency expense of $1,000 or less in the next 30 days, according to a new Charles Schwab Financial Literacy Survey conducted by The Harris Poll.

02

COVID-19 Exposes Need for Greater Financial Literacy

National Association of Plan Advisors 08.19.2020

As the pandemic has extended beyond a health crisis into an economic crisis, new survey results shed light on how financially vulnerable many Americans are. 

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According to a new Charles Schwab Financial Literacy survey, half of all Americans say they would experience financial hardship if they had to cover an emergency expense of $1,000 or less in the next 30 days. 

03

2020: The Year of Insurance Literacy

Financial Express, 09.09.2020

Without sound financial understanding, one may not be equipped to make the right financial decisions or navigate difficult times with financial adaptability. The journey towards a financially inclusive India is futuristic, but we have progressed rapidly.

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When we plan financially, we plan for all life’s certainties such as marriages, children’s education as well as retirement. However, when exceptional circumstances occur in life, we need to adapt. Adaptability is highly dependent on financial literacy.

04

What Matters More To A Secure Retirement: A Financial Advisor Or Financial Literacy?

Forbes, 07.30.2020

In a perfect world, everyone would have an in-depth understanding of their finances and a financial professional in their corner helping them through the big decisions.

Of course, the world is not perfect. We can’t all afford quality financial help, and we don’t all have access to good financial literacy resources or the time to better our understanding of personal finance topics.

If you had to choose one, which is more important: financial literacy or a good advisor? Let’s explore the options.