Why do you need the Full Checklist?

  • The Consumer Financial Protection Bureau said information found in the Full Checklist and resources like it are essential for everyone to have.​

 

  • The U.S. Treasury said that tools like the Full Checklist can help close the gap Americans face in understanding the resources available to them.

 

  • A leading research study (Harris Interactive) found that 86% of Americans would benefit from having information a personalized Full Checklist makes available to you.

 

  • Studies reviewed by the Library of Congress found that though many Americans believed they knew what benefits they qualified for… almost none were aware of the benefits covered by the Full Checklist. 

 

  • Empirical research pursuant to the Dodd-Frank Act Section 917 finds that the kind of information available through the Full Checklist is essential to the middle and upper-middle class American.

 

  • The Securities Exchange Commission (SEC) report found that the specific examples and simple illustrations of benefits like those shown in the Full Checklist are essential to every American.

  • The same SEC report found that the clear, timely and easily accessible information available in resources like the Full Checklist are exactly what everyone needs to navigate the public, private and personal decisions when it comes to their finances and health.​ ​

The Full Checklist draws from 21 different data points...all sorts of places you wouldn’t even think about. It filters them down and indicates what is available to you and what is missing.

  1. ​Study by Richard Coudra, Consumer Financial Protection Bureau; FINRA Investor Education Foundation; May 2013; Financial Capability in the United States, Reports of finding from the 2012 National Financial Capability

  2.  Study by Cyrus Amir-Mokri, United Sates Department of the Treasury; FINRA Investor Education Foundation; May 2013; Financial Capability in the United States, Reports of finding from the 2012 National Financial Capability

  3. FINRA Investor Education Foundation; May 2013; Financial Capability in the United States, Reports of finding from the 2012 National Financial Capability Study

  4. Section 917 of the Dodd-Frank Wall Street Reform and Consumer Protection Act; A Study Regarding Financial Literacy Among Investors by the Staff of the US Securities and Exchange Commission; August 2012

  5. Public Comment and Empirical Research Pursuant to Dodd-Frank Act Section 917(a)(2)-(4) A Study Regarding Financial Literacy Among Investors by the Staff of the US Securities and Exchange Commission; August 2012

  6. Empirical Research Pursuant to Dodd-Frank Act Section 917(a)(2)-(4) A Study Regarding Financial Literacy Among Investors by the Staff of the US Securities and Exchange Commission; August 2012

Contact Us

2571 Springs Road NE

Hickory, NC 28601

Phone     (828) 569-1040

Fax     (828) 569-1270

info@epicfncl.com

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Epic Financial and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Epic Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

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