We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
In a world where industries are evolving faster than ever, women are increasingly seeking skills and investments that pay off long-term—not just in their careers, but in their overall financial well-being. With shifts in the economy, advancements in technology, and changing job expectations, career stability is no longer…
As spring gives way to graduation season, families across the country are reflecting on the excitement of new beginnings—and the financial realities that come with them. For parents of future college students, this time of year is a great reminder of the importance of proactive financial planning. One of the…
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…
Why This Season of Renewal Is the Perfect Time to Reenergize Your Financial Life There’s something about spring that stirs us into action. The air feels lighter, the days grow longer, and before we know it, we’re knee-deep in yard work, closet purges, and donation boxes. It’s the…
Estate planning can feel overwhelming but taking a few key steps now can protect your loved ones and preserve your wishes. Start by clarifying your priorities, creating or updating your will, and planning for unexpected health challenges. Choose responsible individuals for key roles, and work with professionals to minimize taxes…
Why Health Is a Financial Strategy Good health isn’t just about how long you live—it’s about how healthy you live and how effectively you build and protect your wealth. Unfortunately, too many people overlook the direct connection between physical well-being and financial security. Planning…
When it comes to retirement, one of the biggest financial decisions you’ll make is when to start collecting Social Security. While the common advice is to delay benefits to maximize your payout, that approach isn’t always ideal. In fact, starting Social Security at age 62 can sometimes…
5 Financial Misconceptions About Retirement When it comes to planning for the future, there are several financial misconceptions that can derail even the most well-intentioned retirement plans. Expecting to Spend Less in RetirementMany people assume their expenses will decrease once they…