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 ...

When you’re making a big financial decision – whether to buy a house, change careers, retire, etc. – chances are you already have a number of concerns. But add to those a series of external events ...

Rather than telling my clients what financial decisions they need to make, I help them identify why they’re not already making them. That’s a big difference. It’s the same with weight loss. It’s not ...

If you’re like most people, you crave certainty and familiarity. If we know what to expect, it’s easier to navigate life’s decisions. Yet today, as consumers, we face significant environmental ...

Older people are more likely to be influenced by the impulsive financial preferences of others than their younger counterparts, according to a new study. Research lead by psychologists at the ...

Algorithms, particularly in the form of artificial intelligence and machine learning, are proliferating in finance and changing how we make decisions. Algorithms have been around for a while in the ...

Women are playing a dominant role in household financial decision-making, with nearly 70 percent identifying as their household’s primary investment decision-maker, according to a new report from CFP ...

Some business leaders do not take the time to review their financial information on a consistent basis. That could mean they’re making decisions on past data that is no longer relevant. “I have seen ...

The way organizations deliver financial advice is reaching a breaking point, and the pressure now falls on IT leaders. Clients today expect personalized, real-time guidance that fits seamlessly into ...