Tag: Financial Planning

Introducing Lasso

lasso financial planning app

We wanted to take a moment to introduce you to Lasso: our brand new social financial planning app that connects consumers with financial advisors who can help them reach their life goals.  At GoalBased Investors—the company behind Lasso—we use technology to help approach financial problems in new and better ways. We believe that new digital

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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

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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

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Do We Really Need to Increase Financial Literacy?

As we come out of April, which is Financial Literacy Month, we at GBI found ourselves questioning the main problem that so many have been focused on these last 30 days: How to increase financial literacy for individuals so they can more easily engage with financial problems.  While we agree that increased financial literacy is

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4 Easy Steps to Prioritize Your Savings Goals

We all have goals we want to achieve. You probably have a long list of things that you want to save for and you’d probably put money toward all of them if you could.  However, everyone has a limited amount of money. We know some of that money will inevitably need to go toward everyday

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Cracking the Code for a Better Conversation with Financial Advisors

We know that it takes a lot of specialized knowledge to build an effective portfolio and this is why investors seek out the experts – financial advisors – for help with investing.  However, it doesn’t seem like a good outcome if an investor blindly agrees to purchase a portfolio without truly understanding whether or not

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What Everyone Should Know About Risk

Every plan has to deal with uncertainty and goals-based investing is no different.  No one can predict the future and even the best laid plans won’t pan out exactly as anticipated. Therefore, it is always important to know the amount of risk associated with your plan.  The good news is we can use a friendly

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The Easy Financial Planning Strategy You Probably Don’t Know About: Points

We’ve written previously about the concept of goal-based investing and the fact that every plan to achieve a financial goal shares four common ingredients: a time horizon, current savings, future savings and investment returns.   We believe that reaching financial goals shouldn’t require anyone to become a financial expert. There should be a straightforward strategy for

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The Real Value of a Financial Advisor

Anyone should be able to build a plan to achieve a financial goal. It shouldn’t be a complicated process or a process that requires a lot of financial know-how.   While this is true, we also know that most people benefit from getting professional advice on their planning.  That’s why we believe in having a community

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How to Build a Financial Plan for the Non-Professional

We believe you should be able to build a plan to achieve your financial goals and easily find professional advice if you want it. In this post we’ll talk about how to build a financial plan that’s focused on goals, not investments.  All of us have goals like retirement income, buying a house, or sending

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