Daniel Harvey

The Rise Of Financial Wellness Apps

Financial wellness is not necessarily related to being wealthy or even rich. It is about being on top of your finances and moving towards your financial goals. It requires being financially literate and having good control of your expenses.

Can Every American Access Financial Advice?

According to a recent study conducted by Allianz life, not all Americans are able to get the financial advice they need. Which is pretty troubling given the recent economic turmoil.The 2021 Retirement Risk Readiness Study highlighted the particular difficulties faced by certain demographic groups, in getting professional help with their finances.

Retirement: The Ultimate Bipartisan Issue

Arriving back on the blue planet, Jeff Bezos lamented that there were too many vilifiers and not enough unifiers. Amongst the unifiers, apparently in such short supply, is the fact that we all grow old, and need to retire.This is perhaps why transitioning out of the workforce is one of those rare things in US politics, a bipartisan issue. Divided as they might seem, you’d be hard pressed to find a member of the house or senate, who’s not concerned with just how few Americans are prepared for retirement.