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.
Issue Brief
Understanding Financial_Capability (PDF)
Presentation
Financia
Deciding when to claim Social Security benefits is a challenging financial decision that requires an assessment of your life expectancy, ability to work, health care needs, spousal situation and financial solvency. The complexity of the Social Security system can be overwhelming. The Sept, 2012 brief and audio file explore a few of the financial issues involved in deciding when to take Social Security benefits.
Issue Brief
Planning for Retirement Understanding Social Security Claiming Optio
