3 Publications
2021
Exploring Relationships Between Technology Use and Time Spent in the Financial Planning Process
Tharp, Derek T⋅Lurtz, Meghaan⋅Mielitz, Kate and Kitces, Michael
Journal of Financial Counseling and Planning, vol. 32, (no. 2), pp. 326-343, 2021. | Journal Article
 
The effect of risk literacy and visual aids on portfolio choices among professional financial planners
Lurtz, Meghaan R⋅Lurtz, Meghaan R⋅Kothakota, Michael G⋅Kothakota, Michael G⋅Heckman, Stuart J⋅Heckman, Stuart J⋅Archuleta, Kristy and Archuleta, Kristy
Financial Services Review, vol. 29, (no. 3), pp. 209-225, 2021. | Journal Article
2018
Financial Literacy Education in a Work Release Program for an Incarcerated Sample
Mielitz, Katherine (Kate S⋅MacDonald, Maurice and Lurtz, Meghaan
Journal of Financial Counseling and Planning, vol. 29, (no. 2), pp. 316-327, 2018. | Journal Article