Financial Planning

How Do Mortgages Extending Past Retirement Affect Financial Planning?
Capital, Risk & Assets How Do Mortgages Extending Past Retirement Affect Financial Planning?

The financial landscape of mortgages extending into the retirement years has become a subject of growing concern, particularly for those in their thirties and forties. Recent research by Steve Webb of LCP has highlighted that 40% of new mortgages taken out in the second quarter of 2024 are

Virtual Accounts: Innovating Corporate Banking for the Digital Era
Banking Virtual Accounts: Innovating Corporate Banking for the Digital Era

The corporate banking landscape is undergoing a significant transformation, driven by the advent of virtual accounts. As nearly 60% of banks are expected to revise their business models by 2026, virtual accounts are emerging as a crucial tool in this evolution. This shift is influenced by rising

Financial Planning: Key to Reducing Stress and Achieving Life Goals
Capital, Risk & Assets Financial Planning: Key to Reducing Stress and Achieving Life Goals

In a world where financial stability is closely tied to our quality of life, the importance of financial planning cannot be overstated. From career choices and starting a family to retiring comfortably and funding a child's education, financial planning prepares us for life's significant

Is Bank of America's Preferred Rewards Program Worth Joining?
Banking Is Bank of America's Preferred Rewards Program Worth Joining?

The Bank of America Preferred Rewards program is designed to reward customers for consolidating their financial assets with the bank. By integrating checking, savings, investment, and retirement accounts under Bank of America and Merrill, customers can unlock a range of benefits that enhance their

Shaping 2025: The Future of Humanlike and Connected Digital Banking
Digital & Technology Shaping 2025: The Future of Humanlike and Connected Digital Banking

In the fast-evolving landscape of digital banking, providing a seamless digital experience is paramount for banks aiming to secure a competitive edge driven by customer satisfaction. As we stand on the brink of 2025, digital technologies are poised to further revolutionize banking experiences. The

Is Wealthview Capital the Future of Client-First Wealth Management?
Capital, Risk & Assets Is Wealthview Capital the Future of Client-First Wealth Management?

Wealthview Capital, an independent wealth management firm, has been making waves in the financial industry since its establishment in 2009. Founded by Sam Taylor, the firm operates from its main office in Jackson, Mississippi, with an additional office in New Orleans, Louisiana. Taylor's

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