The digitization of financial services is upon us and with it comes an opportunity to grow—not just in our use of technology, but also in the way we serve clients. In this age of hybrid financial advice, where clients wish to experience the same autonomy they have on Amazon with the customized advice they get from their therapist, we have a lot of growing to do in the industry to meet these demands. Innovation is the key and technology is just a piece of the puzzle.
Many individuals reach significantly higher levels of earning – and spending – in their 30s. Many of them have moved up in their careers, branched out across sectors, started investing, gotten married or started a family, to name a few. All of these events can also drain savings significantly, not to mention cut into retirement plans.
With so much capital moving around, it is important to set goals and guidelines for how and when money is spent. To give you a better understanding of how 30-somethings can stay on track for general savings and retirement, 14 entrepreneurs from Forbes Finance Council share their top advice for those needing to find a balance between spending and saving in their 30s.
...A financial expert breaks down how to get through tax season unscathed, including how to prep, when to file jointly and the best ways to optimize your refund.
’Tis the season—for taxes. Listen, we know shuffling through IRS forms and deciphering a new tax code is one of the least enticing ways to kick off newlywed life (especially if you just returned from your honeymoon and finally wrapped up thank-you notes). But if you haven’t already, it’s time to get down to business filing your first tax return as a married couple. Have questions? We have answers, thanks to Jeff Motske, president and CEO of Trilogy Financial and author of The Couple's Guide to Financial Compatibility. Here’s what first-time newlyweds need to know this tax season.
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