What does it mean to be “financially capable,” how does financial capability differ from financial literacy, and are these terms simply buzzwords with short shelf lives?  The FINRA survey data suggests a more comprehensive approach, including a well-being or wellness focus that does not judge the choices people makes, but helps them in the context of the services and products available to them.  Learn more here.

Please open this post to add your thoughts, comments, experiences and especially questions.  Look for follow-up here on Wednesday, 4/17.