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    1. Financial Advice I Would Give My Younger Self – Planning for Education Funding
      At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
    2. The Frightening Sophistication of the Phishing Scam
      We’re long past the days of typo-filled emails from Nigerian princes who promise to share great wealth if the recipient will only pay a nominal fee up front. Today’s phishing frauds are far more sophisticated and successful. They’re harder to spot and con artists have expanded beyond emails to text messages and phone c
    3. The New Meaning of CTO: Why Leaders Should Strive To Be The Chief Trust Officer
      No commute! Less money spent on work clothes! The slow erosion of trust?
    4. Feeling Generous? Don’t Let Your Holiday Or Year-End Bonuses Land You In Hot Water
      In 2018, 38% of small business owners planned on giving holiday bonuses to their employees. If you fall under this statistic, your employees will thank you for it. But if your execution stinks, your business will not be so appreciative. Done legally and fairly, year-end or holiday bonuses are a great way to retain top
    5. Finance 101: Money Skills Every New College Student Needs
      Looking to equip your new college student with financial skills? Start laying the foundation for a solid financial mindset before they leave. Here's how
    6. How To Build Business Resilience: Strategic Growth In Uncertain Times
      It’s important to take a step back and consider practical strategies for building lasting growth.
    7. School’s Out for Summer … But Tuition Is Back in the Fall
      I can only imagine the enthusiasm of students and teachers who will finally able to be back in a classroom and learning in person as schools and campuses around the country start coming back to life this fall.
    8. SECURE Act: How it Can Affect Your Estate Planning
      When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
    9. How To Create A More Inclusive Workplace Culture
      While diversity and inclusion in the workplace continue to be among organizations’ top core values – recent research from McKinsey has found its benefits range from greater employee engagement to increased business performance – challenges remain as to how to implement companywide tools and initiatives that help preven
    10. Gen Z Smart Money Blog: Is #FinTok steering your money in the right direction?
      Have you noticed more creators talking about their investing, budgeting or student loans? A growing trend called #FinTok is a space for financial