The Future of Work: Financial Planning for AI and Automation

The COVID-19 pandemic has amplified existing trends that are altering workplaces, workforces and the very nature of work itself. Understanding these developments is imperative if organizations wish to remain competitive.… Read more

Financial Education in the Workplace

Workplace financial education initiatives are an invaluable way of helping employees better understand their finances, make more informed decisions, and achieve overall financial well-being. Such programs may take many forms… Read more

The Influence of Social Media on Investment Decisions

Social media has become an indispensable source of investor data; however, not all the information posted to these platforms is of high-quality. Researchers used data from the 2021 National Financial… Read more

The Art of Portfolio Management – Balancing Risk and Reward

Imagine an alchemist discovering not the method of turning lead into gold, but how to balance risk and reward in an investment portfolio. That is the essence of portfolio management;… Read more

Financial Planning for Millennials: Overcoming Unique Challenges

As they embark upon careers, families, and wealth-building goals, millennials face unique financial challenges. Yet this generation is known for taking an active approach in terms of learning how to… Read more

Exploring Different Types of Retirement Savings Accounts

Exploring various retirement savings accounts can make a dramatic difference to how much money you have after you retire. Both traditional and Roth IRAs provide tax breaks, with withdrawals not… Read more

Financial Independence and Early Retirement

Financial Independence and Early Retirement (FIRE) provides an exciting chance for individuals looking for ways out of the rat race. By increasing savings and investments, cutting spending, and creating multiple… Read more

Student Loans and Higher Education Funding

Student loans are an integral component of financing higher education, yet rising debt levels and defaults have raised questions about our current model’s sustainability. Some experts advocate increased state investments… Read more

Maximizing Credit Card Rewards in 2023

Maximizing credit card rewards can result in a substantial amount of cash back, points or miles each year. However, it requires a disciplined strategy. The first step is to identify… Read more

The Role of AI and Machine Learning in Financial Planning

Artificial Intelligence (AI) is rapidly revolutionizing business processes, especially those within finance. AI allows organizations to automate processes and lower error rates with reduced human intervention required in doing so.… Read more