Tag: Goals-Based 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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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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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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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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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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