Track a 115_sass_belbase
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Squared Away is a national financial advisory website created by Steven A. Sass and Anek Belbase of the Center for Retirement Research at Boston College. The website aims to empower users to make financial decisions through simplicity, learning by doing activities, and helping users move from planning to action. It also seeks to engage users by building trust, delivering value through personalized advice, and addressing challenges like limited rationality and financial anxiety with decision aids targeted at those over 50.
Track a 115_sass_belbase
- 1. Squared Away: A National Financial Advisory Website Steven A. Sass and Anek Belbase Center for Retirement Research at Boston College 2013 Face of Finance Conference Waltham, MA October 30, 2013
- 2. The unprecedented success of Sorted.nz 1
- 4. Goals and challenges Our goal: o Empower users Key challenges: o Limited rationality/complicated subject o Financial anxiety/financial distrust o Short attention span/ambitious agenda 3
- 5. Design principles Empower: o Simplicity o Learning-by-doing o Move users from plan to action Engage: o Build and justify trust o Deliver value early and often o Personalization 4
- 7. Retirement planner for those 50+ 6
- 9. Over 50 Decision Aids http://squaredaway.bc.edu/ 8