• Gen Z Poised to Reverse the Financial Literacy Slide
    • by: Hank Berkowitz
    • August 16, 2022
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    By Blaise Mazurkiewicz, guest columnist According to our firm’s annual CPA/Wealth Advisor Confidence Survey three out of five (63%) respondents believed that financial literacy and awareness has not improved over the past two years. Even more troubling, the data found financial advisors were more pessimistic about the younger generation’s financial future than any other generation.

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  • Financial Literacy Month Should Last 365 Days
    • by: Hank Berkowitz
    • May 13, 2022
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    April and National Financial Literacy Month are in the rearview mirror. But that doesn’t we should take our feet off the gas pedal when it comes to addressing the nation’s financial literacy epidemic. According to our annual CPA/Wealth Advisor Confidence Survey, just one-third of financial advisors (38%) believe America’s financial awareness has improved in the

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  • Can Baby Bonds Put Disadvantaged Kids on the Path to Prosperity?
    • by: Hank Berkowitz
    • June 18, 2021
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    Thanks to legislation approved on Wednesday, every year over 15,000 Connecticut infants born into low-income families will receive $3,200 government-funded savings accounts. The accounts are designed to provide qualifying children with an estimated $10,600 when they turn 18. The returns are based on a projected average rate of return on investment over 18 years of 6.9

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