This Month’s Featured Articles
What is FinTech – And How Does It Affect Me?
Financial technology, or FinTech, is a branch of technological innovation that focuses primarily on monetary transactions and investments. Learn more about how financial technology can benefit your business or personal finances in this informative FinTech breakdown from Forbes.
Three Major FinTech Trends to Watch in 2022
Technology changes fast, and it was difficult to keep up with the latest solutions and products even before the global pandemic necessitated new remote approaches to everyday transactions. To help cut through the noise and focus on the most relevant tools available to you, here are three key FinTech trends to keep your eye on this year.
2022 Reference Guides
Browse our 2022 Reference Guides that can help you keep track of important dates, guidelines and easily accessible numbers for 2022. Guides include the 2022 Retirement Calendar, Key Financial Data, Health Care Quick Reference Guide and more. If you want to talk through any of these guides or have any questions, contact us here – we would be happy to help.
Financial Planning Resources
Creating a financial plan helps you to see the big picture, setting long and short-term life goals, a crucial step in mapping out your financial future. With a plan in place, it’s easier to make financial decisions and stay on track to meet your goals. Establishing a relationship with a financial advisor you can trust is critical towards achieving your goals.