With inflation on the rise and record levels of household debt, financial planning is more important than ever. Individuals, families, … [Read more...] about The Seven Components of Financial Planning
financial planning
Retirement Savings: What’s Your Number Part II
In my September blog post, I covered the concept of “The Number.” It is the amount you need to save during your working years in order to have a … [Read more...] about Retirement Savings: What’s Your Number Part II
Retirement Savings: What’s Your Number?
"The Number" -- or the amount you need to save during your working years in order to have a comfortable retirement -- is, in my opinion, the Holy Grail … [Read more...] about Retirement Savings: What’s Your Number?
FinTech’s Growing Footprint in Financial Services
What is FinTech? FinTech is short for financial technology. The FinTech industry is comprised of businesses that utilize new technology to create … [Read more...] about FinTech’s Growing Footprint in Financial Services