Tag: financial

How Speaking To A Financial Professional Saved Me From Myself

Empower is offering free financial consultations until October 31, 2024, for anyone with over $250,000 in investable assets. I wanted to share my experience speaking with them and how I began my investing journey. If you complete two video calls by the deadline, you’ll receive a free $100 Visa gift card. There is no obligation [...]read moreHow Speaking To A Financial Professional Saved Me From Myself

Careful Giving Up Your Career To Be A Stay-At-Home Parent- Financial Samurai

In April 2017, I made a commitment to be a stay-at-home parent for the first five years of my son’s life. When my daughter was born in December 2019, I made the same commitment for the sake of equality. Research shows that the first five years are the most crucial for a child’s development. Supposedly, [...]read moreCareful Giving Up Your Career To Be A Stay-At-Home Parent- Financial Samurai

Esprit France declares bankruptcy amidst ongoing financial struggles

Translated by Roberta HERRERA Published Aug 21, 2024 Following the bankruptcy of Esprit‘s European structure in Germany on May 15, Esprit de Corp France has also entered judicial reorganization. The Nanterre Commercial Court made its decision regarding the company based in Boulogne-Billancourt on July 18. ESPRIT Esprit Europe and six other German subsidiaries had filed [...]read moreEsprit France declares bankruptcy amidst ongoing financial struggles

Allbirds remains lossmaking but CEO hails “financial progress”

Sustainable footwear and apparel specialist Allbirds said on 7 August that second quarter net revenue decreased 26.8% to $51.6 million versus a year ago, within the company’s guidance range. Allbirds It was “primarily attributable to lower unit sales, partially offset by higher average selling prices, within our direct business as well as our international distributor [...]read moreAllbirds remains lossmaking but CEO hails “financial progress”

Compliance eLearning For Financial Services

Creating Engaging Compliance Training For Finance Compliance, Risk and L&D Managers in the Financial Services sector have a big and important obligation to deliver mandatory training on compliance issues each year, a task which can be fast-paced, challenging and rewarding. Whilst “repeat training” might seem straightforward and hassle-free from the outside, the cyclical nature of [...]read moreCompliance eLearning For Financial Services

Parent’s Existential Crisis: When All Financial Obligations Are Met

After publishing my post, “When To Stop Contributing To A 529 Plan,” I felt a sense of emptiness. For years, I had been trying to find a logical way to decide when to stop saving for my children’s college education. When I finally figured out the answer to my financial obligation, I lost some purpose. [...]read moreParent’s Existential Crisis: When All Financial Obligations Are Met

The Grind Back To Financial Independence: Early Stages Complete

In the second half of 2023, I significantly impacted our passive income, causing our household to technically lose its financial independence. Prior to this, we had been financially independent since 2012, when I left my banking job. My goal now is to regain financial independence by December 31, 2027. To achieve this, I need to [...]read moreThe Grind Back To Financial Independence: Early Stages Complete

Two major reverse mortgage lenders to sponsor financial planner conference

The Alliance of Comprehensive Planners (ACP), a trade association for financial planners, will be holding its annual conference this October in Savannah, Georgia, and the event will feature two of the nation’s leading reverse mortgage lenders as key sponsors. Plano, Texas-based Finance of America (FOA), currently the industry leader in the reverse mortgage space, and [...]read moreTwo major reverse mortgage lenders to sponsor financial planner conference

EasyKnock partners with FinLocker to bolster consumer financial health

Home equity solutions and sale-leaseback platform EasyKnock announced a partnership on Tuesday with financial fitness and homeownership platform FinLocker that will make FinLocker’s tools available free of charge to EasyKnock customers. The FinLocker app includes a “personalized suite of tools“ designed to help consumers improve their financial health, the company explained in its announcement. This [...]read moreEasyKnock partners with FinLocker to bolster consumer financial health

Despite financial insecurities, retirement may be easier than you think: Forbes

An article written by an Atlanta-based certified financial planner and published Tuesday by Forbes indicates that retirement may not be as difficult as many Americans think. Wes Moss, who hosts the “Retire Sooner” podcast and has 20-plus years of experience as an investment adviser, offered advice that reverse mortgage professionals and their business partners might [...]read moreDespite financial insecurities, retirement may be easier than you think: Forbes