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    1. Reverse Estate Planning? There’s Such Thing, And It’s A Good Strategy For Some Families
      Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations.
    2. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
      Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
    3. With inflation at a 41-year high, you should be asking for a raise — here's how to do it
      Inflation has hit a 41-year high, and many Americans fear price increases are outpacing wage growth. Common knowledge says to ask for a raise because
    4. 3 Reasons Investors Should Avoid Reacting to Stock Market Volatility
      If you’ve been keeping an eye on your stock portfolio lately, there’s a good chance you’re stressed out. But turning that anxiety into action could be
    5. 5 Ways Collaboration Saves Your Customers Money (And Why It Matters)
      Good news: Strategic partnerships aren't only for your benefit. Working within them, your customers might save money, too
    6. Fixed Income Fund Flows Dominant Over Equities Amid Recession Threat
      Courtesy of ZeroHedge View original post here. Fund flows into taxable bond funds and ETFs continue to trump equity funds and ETFs into the late year, reported Lipper Alpha Insight. Investors are preparing for a further deceleration in the US economy by plowing more than $262.1 billion into taxable bond funds (includin
    7. 10 Financial To-Do's for Spring (You'll Feel Great When You Check Them Off)
      Many people start each new year by making adjustments to their personal finances. If you didn't do that in January, consider taking a look now that spring is springing.
    8. 10 pandemic-related challenges likely to plague employers for foreseeable future
      While employees and employers alike have been eager (for months now) to get back to work as it used to be, the reality is that the workplace has changed — and possibly for the long term. Speculation abounds that this "new normal" will persist until there is a widely available and effective vaccine. This leaves employer
    9. 3 ways banks, fintechs and FIs can harness AI for success
      How will advanced AI-powered financial services enhance the customer experience? According to a report published by consulting group Opimas, the financial services sector was projected to have spent US$1.5 billion on artificial intelligence (AI) in 2018, rising to US$2.8 billion by 2021. Much has been made of the expec
    10. 3 Ways Leaders Can Reduce Burnout and Improve Retention for Their Hybrid Workers
      According to a recent workplace survey, 80 percent of 25- to 34-year-olds said that friendships with co-workers are the most important thing to them