financial planning

Facing Our Relationship With Money Can Change Us

Article

by Maggie Kulyk, founder of Chicory Wealth and author of "Integrating Money and Meaning" 

I have been working with people and their finances for almost twenty years now, and one thing I know for certain: Each person’s relationship with money is unique and powerful, whether they choose to recognize it or not. I have also noticed that those who are willing to accept and work with the realities of their relationship with money generally lead happier and more balanced lives.

How Investing in Women Helps Everyone During a Pandemic

Article

by Ebony Perkins, Investor and Community Relations Manager at Self-Help Credit Union

Can women really have it all?

Women have made much progress in the last century. They gained the right to vote, currently earn a higher percentage of college degrees than male counterparts, and represent more than half of the American workforce. Despite their strides, women have been disproportionately impacted by the pandemic’s economic effects, and their progress is in jeopardy.

Going Global With ESG Investing

Environmental, Social, and Governance Factors
Article

by Matthew Blume, CFA of Pekin Hardy Strauss Wealth Management  

Investors Have a Fiduciary Responsibility to Combat the Climate Crisis

Article

by Jessye Waxman, Green Century Capital Management 

As a shareholder advocate for an environmentally-responsible mutual fund company, I directly engage companies on their supply chain strategies and have successfully convinced them to adopt practices that have real-world impacts that protect a triple bottom line. I’ve collaborated with Aramark and Tyson Foods to develop robust no-deforestation commitments, and have successfully pressed Kroger, the largest grocery chain in the US, to adopt a no-deforestation policy that will cover its private label products.

How You — and Your Kids — Can Make Smart Student Loan Decisions

The commitments you make now have consequences that could last for decades. Being well-informed about student debt and repayment can make a world of difference.
Article

Summer and fall are important seasons for families to research student loans. If your household includes a student preparing to apply to colleges, you’ll want to factor cost into the decision and be mindful of the potential amount of debt accrued.

If you have a recent college graduate, congratulations! If student loans were part of their funding plan, repayment of those loans will start soon, and the graduate should carefully evaluate the available options.

Voya Financial Paves Path to Financial Wellness with New Digital Experience

Press Release

WINDSOR, Conn., July 26, 2018 /3BL Media/  -  Voya Financial, Inc. (NYSE: VOYA), announced today the launch of its new Financial Wellness Experience, the latest addition to the company’s suite of financial wellness offerings that includes access to guidance and personal financial planning services. The experience is another example of Voya’s focus on purposeful innovation, with the goal of developing meaningful tools and resources that support individuals on their journey to and through retirement.

How to Plan your Financial Future in Your 30s

Are you in your 30s? We’ve put together some easy tips to help you prepare for the future. Here are things you should start and stop doing at this stage.
Article

The dos:

✔ Take advantage of ‘free money’. Does your employer match retirement contributions, offer a pension or an employee share ownership plan? If so, take full advantage of any free money, as you continue to grow your nest egg.

How to Plan Your Financial Future in Your 20s

Article

It’s the time to kick-start your career, look for your own home and travel. It's also the time to start taking charge of your financial life. Our tips for things you should start and stop doing in your twenties.

The dos:

How to Maximize Gifts to Charity

There are more worthy causes to support than ever before. Discussing values and money may be an uncomfortable conversation for some families. Here are some tips to help get you on your way
Article

Being a kind and generous person in today’s global society can sometimes prove to be a challenge. It seems every day we’re being asked to donate to organizations that support heart-wrenching causes, ranging from helping abused animals to sick children to wounded veterans and victims of natural disasters.

It’s natural to want to help all those in need, but financially, that just may not be possible for your family. So how do you decide where to focus your support?

LGBT Americans Optimistic About Planning for Future, Says Wells Fargo Survey

One year after marriage equality ruling, LGBT Americans share thoughts on raising children and financial planning
Press Release

SAN FRANCISCO, July 12, 2016 /3BL Media/ – One year after the federal ruling in favor of marriage equality, same-sex couples report experiencing a positive shift in their overall quality of life. According to a new survey from Wells Fargo & Company (NYSE: WFC) of Lesbian, Gay, Bisexual and Transgender (LGBT) Americans, 75% feel marriage makes them more confident in planning for their future. More than half surveyed (67%) say marriage made their relationship better, and 62% believe it will improve their financial future.  

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