We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Social media’s impact can distort your money mindset by showcasing an unrealistic view of others’ lives, often highlighting luxury and perfection. This can create pressure to keep up with others’ perceived standards. Chad Wotten, CFP at Gainplan, reminds us to set personal financial goals that align with our own values,…
Are Your Retirement Savings Really on Track? Planning for retirement is one of the most important financial steps you’ll take—but how do you know if you’re saving enough? With rising living costs, increasing healthcare expenses, and the uncertainty of Social Security benefits, it’s crucial to evaluate your…
Money worries affect everyone, regardless of financial status. Fear of the unknown, market volatility, and unexpected life events can create stress, while responsibilities to family, charities, and maintaining financial independence add to financial concerns. Even the wealthy fear running out of money or becoming a burden. A well-structured financial plan…
The Department of Labor’s fiduciary rule was struck down earlier this year and the industry faces potential fiduciary standards from the Security and Exchange Commission. In the midst of this turmoil, financial firms continue to abuse their clients. Roughly one week after the U.S. Fifth Circuit Court of Appeals affirmed the March 15th decision to vacate the DOL rule, Morgan Stanley agreed to pay $3.6 million in fines related to brokers’ misappropriation of client funds.
We are back again with the fifth installment of the “Did You Know?” blog series, sharing unique facts about Gainplan. Hopefully some of these will come as a surprise to you as you are reading along!
Learn more about our founder and CEO and what makes him tick. Hint: He is striving to change the financial industry for the better.
In this fourth installment of our “Did You Know Blog?” series, you will get to know a little bit more about each team member. Pay close attention, there may be a quiz at the end!
If you are offered an early retirement package from your employer, numbers should not be the only factor in your decision to accept or decline. A detailed assessment with your financial professional will be vital to determining the optimal course of action.
At Gainplan we try to be transparent with our clients and provide you with informative facts about us. Did you know?
Here’s what you should know about making a 2017 IRA contribution.