Articles

Lightbulb offers an extensive catalog of educational articles on a broad range of financial topics, from personal finance basics to sophisticated investing strategies. The articles can be featured in online learning offerings, form the basis of a library of financial education, or featured in marketing communications.

Lightbulb customizes the articles for every client so that they never read as they are off the shelf. The articles are also periodically updated for timeliness, accuracy, and compliance. They can also be supplemented with timely introductions that tie the content to current market events and consumer concerns.

Lightbulb also creates new articles, on a white-label basis, upon client request.

Topic categories include:

• Investing Basics and Strategies

• Personal Finance and Money Management

• Retirement Planning and Products

• Financial Planning and Saving for Goals

• Taxes