For these comparisons, I create a case study for a forty-year-old married couple with two children who are now constructing a lifetime financial plan. Jerry and Beth have determined that it is time to ...

When prospects are in the awareness or consideration phase in their buyer’s journey, there’s usually a point where sales and marketing teams sense their buyer is on the precipice of purchasing. You ...

Does growing up poor shape the way people make financial choices later in life? A well-known 2011 study argued yes, finding that people who experienced childhood poverty were more likely to take ...