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All articles tagged Financial Planning (6)

Mission-Driven Financial Coaching for the Unique Challenges of Military Households

Mission-Driven Financial Coaching for the Unique Challenges of Military Households

By: Mike Senecal, 1/28/2025

Most military households shuttle from one deployment to the other with little opportunity to take stock and settle down. Naturally, that often wreaks havoc with their finances. First Command is a nationwide coaching service that focuses on the unique financial challenges of military households. Connect with one of First Command's nearly 600 advisors — three out of four of whom are veterans or military spouses — to set you on the right track to pursue a sustainable... read more »

Banner Bank Recognized for Empowering Consumers Through Its MoneyWise Financial Wellness Program

Banner Bank Recognized for Empowering Consumers Through Its MoneyWise Financial Wellness Program

By: Mike Senecal, 10/10/2024

During the Great Recession of 2007-09, many banks went into capital preservation mode to save assets, cutting off credit lines to homebuilder clients and contributing to the housing crisis. Banner Bank leveraged its outstanding financials to continue lending. It's a prime example of how Banner goes above and beyond to do the right thing. The bank's  MoneyWise financial wellness program extends that legacy. Free workshops, personalized assistance, and online... read more »

FinFit’s SafetyNet Platform Provides Employees With Tools to Save, Cover Expenses, and Pay Down Debt

FinFit’s SafetyNet Platform Provides Employees With Tools to Save, Cover Expenses, and Pay Down Debt

By: Mike Senecal, 2/29/2024

Post-pandemic US workers suffer from a decided lack of buying power, with many recent surveys showing most Americans live from paycheck to paycheck. As the nation's largest financial wellness benefits servicer, FinFit meets the moment with products to help companies from the SMB to the enterprise level reduce employee economic uncertainty. FinFit's new SafetyNet platform provides employees with fairer access to credit and an on-ramp to savings — which translates into... read more »

FitBUX Combines AI and Live Coaching to Make Personalized Financial Planning More Accessible

FitBUX Combines AI and Live Coaching to Make Personalized Financial Planning More Accessible

By: Mike Senecal, 2/6/2024

Young professionals planning their financial futures face complex challenges, including creating a plan that takes into account their unique history, present status, personality, and goals. Putting the puzzle pieces together through an expensive family office — a privately held company that handles investment management and wealth management for a wealthy family — is possible, but that alternative is unrealistic for most people. FitBUX makes personalized financial... read more »

The Ways to Wealth Offers Objective, Reliable Financial Management and Investment Advice

The Ways to Wealth Offers Objective, Reliable Financial Management and Investment Advice

By: Mike Senecal, 10/11/2023

With so much financial management and investment advice available online, R.J. Weiss' The Ways to Wealth has attracted millions of readers due to its comprehensiveness and impartiality. As a Certified Financial Planner™ (CFP™), Weiss produces reviews, how-to guides, best-of lists, and product comparisons for a broad audience according to the CFP fiduciary standard of always acting in the client's best interest. Regardless of where you are in your financial journey,... read more »

Wealthtender Connects Consumers With Personalized Financial Advisors and Counselors Nationwide

Wealthtender Connects Consumers With Personalized Financial Advisors and Counselors Nationwide

By: Mike Senecal, 6/30/2023

The COVID-19 pandemic confirmed an already-emerging trend in professional services: acceptance of remote customer interactions. Consumers, financial advisors, and counselors are increasingly comfortable transacting all but the most sensitive business through Zoom-type platforms. Wealthtender is at the forefront of this transformation, delivering free access to a nationwide pool of qualified financial professionals on a site that emphasizes reviews and customer feedback... read more »