The SmartPath Blog
What is Embedded Financial Education?
Embedded financial education provides users with the education they need to make a decision or move forward in their financial life, within an app or service that they already use.
What is Embedded Financial Education?
Embedded financial education provides users with the education they need to make a decision or move forward in their financial life, within an app or service that they already use.
Financial Trends for 2024: AI, the New Virtual Assistant
AI will likely take center stage in 2024 and continue to improve efficiency and accuracy for anyone who works in financial services.
Financial Trends for 2024: AI, the New Virtual Assistant
AI will likely take center stage in 2024 and continue to improve efficiency and accuracy for anyone who works in financial services.
Financial Trends for 2024: Saving for Retirement Gets Personalized
Retirement planning will likely become increasingly personalized as employees seek more customization in all areas of life, including financial planning and financial education.
Financial Trends for 2024: Saving for Retirement Gets Personalized
Retirement planning will likely become increasingly personalized as employees seek more customization in all areas of life, including financial planning and financial education.
Financial Trends for 2024: Americans Start Saving Again
Survey results suggest a more optimistic outlook for financial wellness in 2024, with Americans recommitting to their saving goals.
Financial Trends for 2024: Americans Start Saving Again
Survey results suggest a more optimistic outlook for financial wellness in 2024, with Americans recommitting to their saving goals.
For Advisors: The Power of Participant Education
How do you ensure that participants are contributing enough to their retirement? It all starts with personalized financial education.
For Advisors: The Power of Participant Education
How do you ensure that participants are contributing enough to their retirement? It all starts with personalized financial education.
The Secure Act 2.0: Increased Savings Flexibility for those 60 and Over
A discussion of how the Secure Act allows additional catch-up savings for those nearing retirement.
The Secure Act 2.0: Increased Savings Flexibility for those 60 and Over
A discussion of how the Secure Act allows additional catch-up savings for those nearing retirement.
The Secure Act 2.0: Auto-Enrollment and Auto-Escalation
A discussion of the auto-enrollment and auto-escalation provision in the Secure Act 2.0 and how it affects retirement savings.
The Secure Act 2.0: Auto-Enrollment and Auto-Escalation
A discussion of the auto-enrollment and auto-escalation provision in the Secure Act 2.0 and how it affects retirement savings.
Unlocking the Wealth Paradox: Why Generational Harm Can’t Be Undone
Why historic financial inequities stubbornly persist today and how to begin bridging the wealth gap.
Unlocking the Wealth Paradox: Why Generational Harm Can’t Be Undone
Why historic financial inequities stubbornly persist today and how to begin bridging the wealth gap.
The Role of DEI and Financial Wellness in Driving Economic Justice
The events of 2020 have highlighted economic inequities in our society. Companies can drive change but must also understand the needs.
The Role of DEI and Financial Wellness in Driving Economic Justice
The events of 2020 have highlighted economic inequities in our society. Companies can drive change but must also understand the needs.
SmartPath in the Community: Financial Literacy Advocacy
To support greater financial awareness, SmartPath coaches shared home ownership and student loan advice with Clayton County, GA residents.
SmartPath in the Community: Financial Literacy Advocacy
To support greater financial awareness, SmartPath coaches shared home ownership and student loan advice with Clayton County, GA residents.
Interview with SmartPath Director of Coaching, Ryan McPherson, CFP®, EA
An interview with the SmartPath Director of Coaching, where he explains why he is passionate about helping people on their journey to Financial Wellness.
Interview with SmartPath Director of Coaching, Ryan McPherson, CFP®, EA
An interview with the SmartPath Director of Coaching, where he explains why he is passionate about helping people on their journey to Financial Wellness.
Interview with SmartPath COO, Stuart Lawder
We recently caught up with Stuart to discuss exciting enhancements on the horizon for SmartPath clients in 2019.
Interview with SmartPath COO, Stuart Lawder
We recently caught up with Stuart to discuss exciting enhancements on the horizon for SmartPath clients in 2019.
6 Recurring Themes in Financial Coaching
SmartPath CEO, Alok Deshpande, answers the question, "How are the financial coaching sessions going?" and finds that the future is bright for many families.
6 Recurring Themes in Financial Coaching
SmartPath CEO, Alok Deshpande, answers the question, "How are the financial coaching sessions going?" and finds that the future is bright for many families.
Nation’s Largest Military Shipbuilder Committed To Improving Employee Financial Literacy
A SmartPath Case Study with Karen Velkey - VP, Compensation & Benefit at Huntington Ingalls Industries
Nation’s Largest Military Shipbuilder Committed To Improving Employee Financial Literacy
A SmartPath Case Study with Karen Velkey - VP, Compensation & Benefit at Huntington Ingalls Industries
Your Financial Physician Will See You Now
Financial products are useful to the customer, but without financial education, they will struggle to maximize the benefits.
Your Financial Physician Will See You Now
Financial products are useful to the customer, but without financial education, they will struggle to maximize the benefits.
Why Offer Financial Wellness?
Given the economic conditions, financial wellness programs are on the rise and people are desperately looking for objective financial advice
Why Offer Financial Wellness?
Given the economic conditions, financial wellness programs are on the rise and people are desperately looking for objective financial advice
An Interview With SmartPath Client, Rev. Nelson Furtado Jr.
A SmartPath user shares his SmartPath success story. He was able to increase his credit score dramatically.
An Interview With SmartPath Client, Rev. Nelson Furtado Jr.
A SmartPath user shares his SmartPath success story. He was able to increase his credit score dramatically.
Interview with SmartPath Coach, Renata Dixon
We recently caught up with a SmartPath Coach about what led her to pursue a path in unbiased, sales-free financial guidance.
Interview with SmartPath Coach, Renata Dixon
We recently caught up with a SmartPath Coach about what led her to pursue a path in unbiased, sales-free financial guidance.