Financial literacy

Central Michigan University partners with iGrad to provide personalized financial literacy platform for students

San Diego, California, March 15, 2022 — (PR.com) — iGrad has partnered with Central Michigan University to provide its personalized, interactive, online and mobile service financial wellness platform for students to the nearly 15,000 undergraduates, graduate students, faculty, staff and alumni of the public university. iGrad’s platform at CMU includes comprehensive personalized and interactive information […]

Financial security

How women are boosting Americans’ financial security

March is all about celebrating women’s history, and unfortunately in the world of financial advice, some of that history isn’t as big as we’d like. For example, almost a third of the gender gap in financial literacy is attributed to women’s low confidence levels, compared to a knowledge gap, according to at the Global Center […]

Financial literacy

CPA Canada launches financial literacy webinar series for women

CPA Canada has launched a financial literacy webinar series that aims to improve women’s personal financial literacy and is suitable for all ages. The new program will be delivered in six self-contained online sessions presented via webinar by Chartered Professional Accountants. Sponsored by Canada Life, the six distinct sessions will cover “Building a Money Mindset”, […]

Financial literacy

Women lag behind men in financial literacy. It’s time to change that

Donna Smith is the Director of MBA Programs at Ryerson University’s Ted Rogers School of Management. Last month, the news was filled with reports that the United States women’s soccer team won a long-running pay equity case for parity with its male peers. It was a stark reminder that in all walks of life, financial […]

Financial literacy

Walo gets $1.1 million to teach kids financial literacy

Walo provides a gamified mobile application that allows parents to automate allowances. Quebec FinTech startup Walo secured a $1.1 million investment from the Quebec government, Desjardins, Granicus Group, WatchMojo and several undisclosed angel investors. The provincial government’s investment was made by Impulsion PME, a $50 million budget managed by Investissement Québec. “The need to […]

Financial plan

Sunrise Financial Planning can help you start your financial plan now

Do you have a financial plan in place? What is a financial plan? Aspirations and dreams, we all have them! You might want to buy your own home, renovate your existing home, send your kids to college, travel the world, or retire early. No matter how big your hopes and dreams are, you need money […]

Financial institutions

Department of Financial Institutions: Wisconsin Savings Week: Build Personal Savings to Achieve Your Financial Goals

MADISON, Wis. – A coalition of Wisconsin organizations is encouraging Wisconsin residents to participate in Wisconsin Saves Week and take action to secure their financial future. Wisconsin State Treasurer Sarah Godlewski officially proclaimed February 21-25, 2022 Wisconsin Economy Week in partnership with the Wisconsin Department of Financial Institutions (DFI), Wisconsin Bankers Association (WBA), the Wisconsin […]

Financial plan

5 changes a new parent needs to make to their financial plan

Becoming a new parent is overwhelming. Suddenly, you are no longer just responsible for yourself, but for another person who depends on you for everything. From the moment a baby comes home, you need to be aware of your every action and be careful about how it will affect the baby, in terms of health […]

Financial plan

7 emotional biases that are derailing your financial plan

By Mary Chapman, CFP Emotional biases are the instinctual feelings that influence the decisions we make. They are generally not based on thoughts or beliefs. They are often behind the split-second decisions we make. We all have them. That’s not always a bad thing; however, since these biases are based on our experience and emotions, […]

Financial plan

Only a third of households report having a written financial plan

The tangible benefits for employees of having a written financial plan are clear, according to a Hearts & Wallets survey of 5,794 US households. Research has found that Americans who have a financial plan benefit from increased savings, better asset allocation, greater confidence in making financial decisions, and more balanced portfolios, along with other measures […]

Financial plan

Alleviate Investor Anxiety with a Comprehensive Financial Plan

There is a split among wealthy investors today when it comes to the economy and their financial future. While a small majority feel optimistic, more than four in 10 are uncertain and uncomfortable. In recent research, we explored this gap to understand why people feel this way, as well as what advisors can do to […]

Financial plan

When It Comes To Your Financial Plan, You Can’t Trust A Computer

During my annual physical recently, the doctor took my vital signs, reviewed my medical records and, after reading my EKG results, said, “Well, the computer says you’re having a heart attack.” But the computer got it wrong. I’m in my 40s and I run marathons, and my heart rate is extremely low. So, after reading […]

Financial plan

Your 2022 financial plan – 3 times to call on the experts

January is a time when many people start making plans for the coming year. But when it comes to your finances, focusing only on what you want to achieve in 2022 might not be enough. Rather than just looking at your next big financial goal, you should be thinking about other milestones that could come […]

Financial plan

Give a gift that lasts: a solid financial plan |

As the holiday season approaches, I remember the Christmas gatherings and the exchanging of gifts among family and friends. Although we all love receiving gifts, it’s the joy I get from giving that is most rewarding. This is especially true when the gift is something that has a lasting impact for the recipient. It may […]

Financial security

EarlyBird has raised $4 million to bring financial security and literacy to the younger generation

EarlyBird, a Chicago-based fintech startup, raised $4 million in sneed funding to enable guardians and friends to invest in their child’s future from an early age. The funding round was led by Alexis Ohanian’s Seven Seven Six, with participation from Gemini’s Frontier Fund as well as Network Ventures, Rarebreed Ventures, among others. The capital will […]

Financial plan

What is a financial plan and how do I make one? (And stick to it)

Written by Minyoung Park For many of us, the pandemic has changed our saving and spending habits and led to a reassessment of our financial health. He also emphasized the importance of creating a step-by-step approach to achieving financial goals, otherwise known as financial planning. A financial plan serves to help you control your income […]

Financial plan

Is inheritance part of your financial plan?

RECENT A study by Fidelity International revealed how many of us expect to receive an inheritance or family gift as part of our long-term financial plans. In a survey, two-fifths (43%) of respondents said they expected to receive a lifetime inheritance or gift of wealth from family and friends over the next five years. This […]

Financial security

The Best Financial Security Professionals in the USA 2021

Forbes/SHOOK Best Financial Security Professionals 2021 Forbes Forbes will unveil its inaugural ranking of America’s Top Financial Security Professionals (FSPs), the professionals families rely on for wealth planning and protection, including insurance. Extensive research is conducted by partner SHOOK Research. SHOOK Research’s rankings are based on a simple notion: “Would we recommend these professionals to […]

Financial security

Pension plans and life insurance contribute to the financial security of employees

According to “2021 survey on well-being at workconducted by the Employee Benefits Research Institute (EBRI) and independent research firm Greenwald Research. Among those with an employer-sponsored pension plan, seven in 10 say they understand their benefits extremely or very well. Six out of 10 say they are satisfied with their plan. Of those without an […]

Financial security

Market trends that may affect financial security

Clayton Bland and Christopher Dhanraj | CliftonLarsonAllen LLP For investors, 2020 has been a roller coaster of epic proportions. Between a pandemic, a stock market crash, a rebound to record highs, and massive government intervention, many investors felt anxious as their portfolios were on the line. With the changes 2020 brings, it’s more important than […]