By Amy Blacklock Consumer debt and I had a thing. We started out on friendly terms. Early in our hookup, the fondness grew between us. Things got ugly a few years in. You see, I kept believing I could handle the love affair. I probably could have, except I became too dependent on the relationship….

By Sarah Parker, Director and Insurance Working Group Lead, Financial Health Network Navigating the hype cycle of the insurtech boom can be a challenge for any financial services veteran. To help us sort it out, I sat down with Wayne Allen, the COO of Insurance Thought Leadership. As an attorney, Wayne has advised entrepreneurs and…

Instead of relying on 401(k)s or employer pensions, which are quickly becoming extinct, Matt Carey has set out to build a new way for people to plan for retirement. His startup, Blueprint Income, is busy digitizing and creating a virtual option for folks to set up and manage their retirement funds securely. Carey spoke with […]

By Andrew Wang, Runnymede Capital Management We all “get” physical health. There are 15 gyms within a 2-mile radius of my house. Even the bag of corn chips on my desk is trying to convince me that it’s healthy — natural, organic, non-GMO. But we know better. We know that we need to exercise regularly and should…

Eddie Lim had already sold one successful business to a global financial company and was getting ready to start a new venture when he realized he’d hit a major roadblock. Lim found himself getting rejected over and over by big banks when he tried to refinance his home. Surely he wasn’t the only one facing […]

By Natalia Joaquin, Neighborhood Trust Financial Partners #FinHealthMatters to Latino Families Like Mine On this #FinHealthMatters Day, I don’t need this astonishing recent report to understand that white households have six times the wealth of Latino families, or that white wealth is growing 20% faster than for Latinos. I saw it for myself when I was…

By Dr. Barbara O’Neill In 1999, I was diagnosed with breast cancer. After 10 months of treatment, my doctor described my physical health status as NED, which is doctor-speak for No Evidence of Disease. The same acronym can be applied to financial health: No Evidence of Distress. Financially healthy people with financial well-being are comfortable…

By Femme Frugality A lot of times when we write about money, we pretend that our income will look like this: But just as the aging process doesn’t always go the way we want it to, studies show that for most American families, income doesn’t go up in a straight line at a 40 degree…

Financial fraud is a massive issue when it comes to money management for senior citizens. More than one in four victims of financial fraud in the U.S. are over the age of 60, according to FTC data. But for the longest time, not much has been done to help prevent this theft from happening. When […]

By Thea Garon, Financial Health Network As the healthcare debate rages on in America, it’s not often that we stop to consider the successes of our nation’s healthcare system. But as financial service providers respond to the disruptive force of technology and the changing nature of consumer demands, they would be wise to consider how…

By Theresa Schmall, Financial Health Network June 27, 2017 was the second annual #FinHealthMatters Day. On this day more than 900 individuals created nearly 10 million Twitter impressions explaining why financial health matters. This message is particularly important because 57% of Americans — approximately 138 million adults — are struggling financially. At Financial Health Network, we see the struggle…

An EMERGE Conference Interview with Brian Costello By Elizabeth Vivirito, Financial Health Network Brian Costello is the Chief Information Security Officer at Envestnet. Brian is helping Envestnet | Yodlee create a more financially informed generation and ultimately a stronger global economy by supporting the consumers’ right to access financial solutions that allow them to improve…