Financial Planning

Transforming Financial Advisory: Embracing Community and Innovation

Evan Aiudi

The financial advisory profession is undergoing a powerful transformation. Faced with demographic shifts, rapid technological change, and evolving client expectations, today’s advisors have an opportunity to lead with innovation and purpose. By embracing digital tools, fostering community-centered relationships, and continually adapting through learning, advisors can redefine their value and thrive in a more connected, human-centered future. This article explores how forward-thinking professionals are leveraging these changes to build sustainable practices that go beyond transactions—creating meaningful impact for the next generation of clients.

Financial Planning and Wellness

Revisit Your Emotions Before Revising Your Financial Plan

Dany Watts

Overview First off, great job for having a financial plan or even considering putting one together. Setting the course for and being willing to look at your financial situation is both a

Inflation rate forumla - calculating inflation - Savology

Inflation Rate Formula: What You Need To Know Today and for Retirement

Kris Borghesan

There’s a good chance that you’re already very familiar with inflation and the impact it has on your financial future. But have you ever wondered how to calculate inflation? Well, there’s a

old couple at cliffs of dover

20 Retirement Stats You Need to See in 2021

Brendan Smith

In this article, we’ll talk about what a side hustle is and help you determine whether or not a side hustle is right for you. Then, we’ll go over some of the best side-hustle opportunities available right now.

minimal piggy bank

Roth 401(k) vs. Traditional 401(k): What is the Difference?

Tyler Jackson

In this article, we’ll talk about what a side hustle is and help you determine whether or not a side hustle is right for you. Then, we’ll go over some of the best side-hustle opportunities available right now.

Buying a home out of college

Buying Your First Home Out of College

Jud Kennedy

Assessing your financial stress level is a great start, but may not be enough. Once you’ve gauged your stress level, then understand its impact on your life and make a plan to reduce it.

"What Should I Do With My Savings?" & Other Important Questions

“What Should I Do With My Savings?” & Other Important Questions

Sam Jones, AFC

So, you’ve been working hard, making smart financial choices, and now you’re at the point where you’re spending less money than you’re bringing in … good job!

Financial Planning Checklist for Beginners with Savology

The Ultimate Financial Planning Checklist for Beginners

Kris Borghesan

Let’s face it—knowing what steps to take with your money and when to take them can feel challenging. That’s where checklists can be helpful—they can serve as a great way to get

3 Self-Improvement Tips That Will Help Lead You to Financial Wellness with Savology

Self-Improvement Tips That Will Help Lead You to Financial Wellness

Savology

In order to find and achieve success in life, it’s important to always be prepared and ready for any financial crisis or risks that come your way. However, the stark reality is

Financial planning myths you need to avoid - Savology

9 Financial Planning Myths You Need to Stop Believing

Kris Borghesan

The abundance of financial resources and advice available to Americans, while great, comes with a challenge in itself—knowing which information you can trust. When you pair that up with the fact that

Better financial wellness for better outcomes.