Consumer Insights
Four Things Your Clients Should Know About Their Retirement
Retirement marks a major life milestone, symbolizing the shift from years of dedicated work to a well-earned period of rest...
Consumer Insights
Options and Opportunities: Pattie Lovett-Reid’s Perspective on Financial Conversations for Couples
As advisors, it's crucial to recognize that navigating finances as a couple can be sensitive. Money discussions often evoke feelings...
Consumer Insights
How to Recognize the Five Most Common Forms of Elder Abuse
Over three days in December, the HomeEquity Bank Customer Experience team hosted Laura Proctor, a Prevention Consultant from Elder Abuse...
Consumer Insights
Let’s retire the word “Senior” this National S*niors’ Day
Limiting beliefs may be holding your client back. A limiting belief is a state of mind that may hold your...
Consumer Insights
Is Youngsplaining the New Mansplaining?
Move over Mansplaining, there’s a new trend afoot. Youngsplaining (or what academics tend to refer to as ageism) is becoming rampant, and...