The Toolkit to Unlock Financial Planning

It’s widely documented that there is a lack of financial literacy among U.S. adults. FINRA’s State of U.S. Financial Capability study found that only 34% of individuals can correctly answer 4 or more questions on a basic 5-question financial quiz.  And Americans want help. Northwestern Mutual found that 6 out of 10 Americans say their... Continue Reading →

Do We Really Need to Increase Financial Literacy?

As we come out of April, which is Financial Literacy Month, we at GBI found ourselves questioning the main problem that so many have been focused on these last 30 days: How to increase financial literacy for individuals so they can more easily engage with financial problems.  While we agree that increased financial literacy is... Continue Reading →

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