Category Archives: Financial Education

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

Best Practices for Building Great Financial Models

Michael Zimmel February 9, 2021 Financial models are crucial to the business but building them in Excel can be both complicated and frustrating. Setting up formulas and stipulating conditions takes time. And just when you think your model is water-tight, there is another error. Although errors are unfortunately very common in Excel models, it is … Continue reading Best Practices for Building Great Financial Models

How to Start Planning for Your Financial Future Right Now

Ryan Ayers September 29, 2020 The COVID-19 pandemic hasn’t done too many people favors, financially, but it has led to a little more “me time” for most people outside of the healthcare community due to stay-at-home orders and similar restrictions aimed at flattening the curve of the virus. Regardless of how your finances may or … Continue reading How to Start Planning for Your Financial Future Right Now