Tell CFA Your Investment Story

The quality of the investment advice you receive from your financial adviser matters.  

As traditional pension plans have gone by the wayside, most American workers have become responsible for their own retirement security. But faced with so many complicated decisions, including how much to save and what types of investments to buy, many people seek help from professional financial advisers.

The recommendations that your financial adviser makes can affect whether you have comfortable retirement or whether you have to make significant sacrifices to your quality of life just to survive. CFA wants to make sure you’re receiving high quality investment advice that is designed to serve your best interests. We want to hear your experiences with your financial adviser. Complete the online survey today and tell CFA your investment story: http://www.consumerfed.org/news/833.

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Savers who make a plan are twice as likely to save successfully. 

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Tip of the Day

  • Written by Katie Bryan | December 23, 2013

    Tip to Save During the Holidays: Decide how much you can spend. http://ow.ly/pX9nu via @Bankrate

Saver Tips and Stories View all »

Another Dream Realized

Written by Tammy G. Bruzon | November 7, 2014

Mary Brown was already a disciplined individual when she came to Wisconsin Saves coordinator Wisconsin Women’s Business Initiative Corporation (WWBIC) in last summer. She had successfully completed her bachelor’s degree with the assistance of her husband and son, and was now ready to tackle her next big dream – homeownership.

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#ImSavingFor Winner Story

Written by Lindsay Ferguson | June 13, 2019

America Saves awarded one lucky saver, Pedram R. from California, $750 for sharing his #ImSavingFor story. Pedram said, “Saving is important to me because it proves I am not willing to buy unnecessary things to please others or to be perceived as successful.”

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Taking Back Control Over Finances

Written by Virginia Saves | August 5, 2015

After becoming a Virginia Saver and getting help from BankOn classes and coaching, Nadine Bialo took back control over her financial affairs.

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