Tag: Goals-Based Investing

Where Should You Put Your Next Dollar of Savings?

Do you have extra money to save but no idea where to put that money to make the biggest impact? We know. This sounds like a champagne problem.  But it can actually be challenging to figure out how to allocate your savings so that you are using your money most efficiently and your dollars are

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How to Influence Where Your Money is Invested with 3 Easy Questions

We know that investing can often feel like a black box and a daunting undertaking. But believe it or not, you don’t need to gain all the expertise or skills of a financial advisor in order to have a meaningful conversation and actually drive decisions about how your money is invested. When people think about

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The Power of Community in Finance

We know that money is highly personal. It isn’t a popular topic for a cocktail party. And for many, it is considered taboo to even discuss amongst friends and family.  Perhaps this is why, when it comes to managing money, we see that most people are trying to go it alone. According to a CNBC

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5 Questions to Ask When Searching for a Financial Advisor

The topic of money and finances is still a big mystery for many people. And for good reason. It can be complicated stuff!  We’ve written previously about the fact that managing finances is particularly complicated because it often involves financial investment literacy. This type of literacy relies on complicated math that often requires specific training

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The Game Everyone Needs to Start Building Plans for Their Goals

At GBI, we believe that rather than asking people to increase their financial literacy, there’s a way that we in the financial sector can make it easier for people to engage with financial problems without the expert knowledge.  The key to accomplishing this? Creating a tacit understanding of financial planning.  We’ve written in previous posts

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The Toolkit to Unlock Financial Planning

It’s widely documented that there is a lack of financial literacy among U.S. adults. FINRA’s State of U.S. Financial Capability study found that only 34% of individuals can correctly answer 4 or more questions on a basic 5-question financial quiz.  And Americans want help. Northwestern Mutual found that 6 out of 10 Americans say their

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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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Building an Ongoing Relationship with Your Plans

Congratulations, you’ve built a plan! Now what? So often, that is the end. Once you have the plan, the goal is just to stick to it. However, at GoalBased Investors, we don’t believe that building a plan is a one-time activity. A plan should be something that evolves over time. It should be something that

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GoalBased Investors Raises $2.75 Million to Democratize Access to Financial Planning and Advice

GBI’s digital platform uses an express financial planning process to easily match consumers and advisors through a gamified experience. New York, NY – April 22nd, 2021 – GoalBased Investors (GBI), a digital platform that democratizes access to goal-based financial planning and advice, has raised $2.75 million in a seed funding round led by Silicon Valley

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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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