Category Archives: Financial Education

10 Financial Planning Mistakes Couples Make When Shacking Up

10 Financial Planning Mistakes Couples Make When Shacking Up ValueWalk / Sep 14, 2023   Now more than ever before, young people are shacking up with their partners in an attempt to save more money as costs continue to climb, and the housing market out-prices the majority of younger first-time buyers. One Realtor.com study of roughly 3,009 … Continue reading 10 Financial Planning Mistakes Couples Make When Shacking Up

Income Annuities Can Transform Retirement Savings Into Income

Deanna Ritchie November 4, 2021 Do you have enough money to retire? Are you guaranteed enough to last for the rest of your life? Are you concerned that you’ll run out of income before the end of your life? Social Security contributions are around 40% of an average wage earner’s pre-retirement earnings. If, like the … Continue reading Income Annuities Can Transform Retirement Savings Into Income

A Guide to Coping With Debt and Financial Stress

Deanna Ritchie November 3, 2021   According to an AICPA-commissioned Harris Poll study of 1,004 U.S. adults, 56% of Americans reported that their debt has negatively affected their lives. The survey also found that 28% of debtors stated their debt caused stress in everyday financial decisions; 21% said it had caused conflicts with their partners; … Continue reading A Guide to Coping With Debt and Financial Stress

7 Smart Ways to Protect Your Family’s Financial Future

Peter Daisyme October 17, 2021 Anytime money accumulates, risk and uncertainty also enter the picture. Thankfully, as the leader of your family, you can make certain proactive decisions to guard your financial future and safeguard against serious threats. The sooner you put them into practice, the better. Adopting a Long-Term Financial View Money is often … Continue reading 7 Smart Ways to Protect Your Family’s Financial Future

Financial Data Interoperability with ISO 20022

Mahipal Nehra September 12, 2021 Data interoperability has become an essential part of a world shaped by algorithms, especially in the financial industry. Banks and other financial institutions are set to transition their payment systems through SWIFT messages to the highly structured and data-rich ISO 20022 standard. It will become a universal standard for large … Continue reading Financial Data Interoperability with ISO 20022

Tips to Hone Your Personal and Professional Financial Literacy as a Woman

Sue Reynolds August 9, 2021 Each year, August 14th marks National Financial Awareness Day. While women are stepping up to the role of finance both personally and professionally, did you know that nearly one-third of the gender financial literacy gap is attributed to women’s lower confidence levels around the topic? In my house growing up, … Continue reading Tips to Hone Your Personal and Professional Financial Literacy as a Woman