ARTICLES, STUDIES AND REPORTS

This section will contain content relevant to successful aging. It will be organized along the four dimensions of well-being: Wealth, Health, Security and Fulfillment. Within each of those dimensions, the content will be organized topically by major category. So, for example, content within the Wealth dimension will have sections for Savings, Investments, Planning & Budgeting, Debt Management, etc.  Clients will also be able to browse through the content easily because the listing of articles will have a brief descriptive summary, not just a title. And they will be able to do simple and advanced content searches based on key words, phrases and questions they enter. 

As clients find content that is particularly helpful and relevant to them, they will be able to save it in their own library. More than that, they will have the ability to add their own notes to the article as well as highlight portions of the text. And they will also be able to add Action Step reminders to the saved content. These Action Steps may be as specific or as general as they wish and they can choose the timing of when they want to be reminded of the Action Step. They can also choose to have the Action Step pop up whenever they open a financial or lifestyle tool to help them remember to reflect a particular item in their planning.

Example of an article in the Wealth dimension: 

Should I contribute to a Health Savings Account versus my 401k or IRA?