Author: Becca Long

How One Financial Planning App Can Help Kickstart Your College Savings

If you’re like most college graduates, student loan debt was a monkey you carried on your back for years, possibly decades—you may even still be carrying it around.  According to EducationData.org, our collective student loan debt is approaching 2 trillion dollars, with more than 43 million people carrying an average of $39,351 in debt each.

Continue reading
No comments

The Advisor Lab Podcast: How Advisors Can Help Clients Balance Their Investment Goals

This week, the GBI team spoke with Alex Cavalieri, the co-founder of Seven Group, for an exclusive interview on The Advisor Lab podcast. In the 28-minute episode, we spoke about how advisors can connect with investors in a more user-friendly and streamlined way with goals-based planning. Throughout the episode, we cover: What makes goals-based planning

Continue reading

Don’t Leave Money on the Table! Take Advantage of Workplace Benefits

Building a plan to reach your life goals may feel daunting. But something that may make it a bit easier is having extra money to save toward those goals. Where do you find extra money though? Well, a good place to start is actually at work.  With your job, you are probably focused on how

Continue reading

Marketing for Advisors: Finding the Right Prospects

marketing for financial advisors

“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” That famous quote from 1922 is still just as true today, and it came before the dawn of modern marketing.  Even with targeted tools like third-party cookies and tracking and user profiles and more, finding the right prospects

Continue reading

Goal-based Planning vs Cash Flow Planning: Which One Will Help You Go Where You Want?

Goal based vs cash flow planning

When it comes to reaching your financial goals, there are many roads you could take—and they don’t necessarily all lead to the same place. In order to make an informed decision on which route you’ll take, it’s important that you know which options are available to you before you start your journey. Goal-based planning and

Continue reading
No comments

What Should My Goals Be?

What should my goals be?  Everyone has life goals and aspirations. So this question shouldn’t be hard to answer, right?  And yet, when asked in the context of financial planning, it can be a tricky question to figure out.  For some, it might be a hard question because you only have a small amount of

Continue reading