We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Nicole Standen, a certified financial planner at Gainplan, discusses the emotional and financial journey of sending a daughter off to college. From FAFSA to budgeting, it’s a major transition for both parent and child—marked by love, intention, and the challenge of letting go. She reminds families that college planning is…
This video explores how AI is transforming the financial planning landscape—not by replacing advisors, but by enhancing their capabilities. AI acts as a powerful data tool that identifies patterns, stress-tests portfolios, and uncovers blind spots. However, it lacks the human insight needed to understand personal goals, emotions, and life dynamics.
In today’s economic climate, financial stress among employees is reaching new heights. With persistent inflation, soaring credit card debt, and growing uncertainty, U.S. workers are increasingly seeking financial guidance—and plan sponsors must take note. Supporting your workforce’s financial well-being is no longer just a “nice-to-have” benefit; it’s essential for maintaining…