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        1. Financial Advice I Would Give My Younger Self – Planning for Education Funding
          At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
        2. The Frightening Sophistication of the Phishing Scam
          We’re long past the days of typo-filled emails from Nigerian princes who promise to share great wealth if the recipient will only pay a nominal fee up front. Today’s phishing frauds are far more sophisticated and successful. They’re harder to spot and con artists have expanded beyond emails to text messages and phone c
        3. The significance of financial wellness benefits for employees in a COVID-19 world
          For many employees, the COVID-19 pandemic has revealed how fragile their financial security is. A recent survey from the National Endowment for Financial Education found that nearly 9 in 10 (88%) Americans said that the COVID-19 crisis is causing stress on their personal finances. For employees, the pandemic has not on
        4. Why Employee Experience Is The New Customer Experience: Five Factors Driving Change At Work
          Father multi-tasking with young son (2 yrs) at kitchen tablegettyWhen I was in the early days of my career, the business world had just begun to embrace the notion of “Customer Experience” along with the initial iterations of e-commerce and e-everything. Consumer expectations were changing with technological advances,
        5. Feeling Generous? Don’t Let Your Holiday Or Year-End Bonuses Land You In Hot Water
          In 2018, 38% of small business owners planned on giving holiday bonuses to their employees. If you fall under this statistic, your employees will thank you for it. But if your execution stinks, your business will not be so appreciative. Done legally and fairly, year-end or holiday bonuses are a great way to retain top
        6. Finance 101: Money Skills Every New College Student Needs
          Looking to equip your new college student with financial skills? Start laying the foundation for a solid financial mindset before they leave. Here's how
        7. How To Leverage Generative AI For Small Business Growth
          AT isn't just for big companies anymore. Read on to find out how affordable AI tools can help you grow your business and your bottom line
        8. School’s Out for Summer … But Tuition Is Back in the Fall
          I can only imagine the enthusiasm of students and teachers who will finally able to be back in a classroom and learning in person as schools and campuses around the country start coming back to life this fall.
        9. SECURE Act: How it Can Affect Your Estate Planning
          When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
        10. 3 Asset Allocation Rules You Should Know by Heart
          The assets you accumulate in your lifetime can be used to benefit you in the near term as well as retirement, and knowing how to manage those assets will increase the likelihood of them serving you well. With that in mind, here are a few rules to stick to if your goal is to grow wealth successfully. 1. Don't invest mon