We wanted to take a moment to introduce you to Lasso: our brand new social financial planning app that connects consumers with financial advisors who can help them reach their life goals. At GoalBased Investors—the company behind Lasso—we use technology to help approach financial problems in new and better ways. We believe that new digital... Continue Reading →
This week, the GBI team spoke with Alex Cavalieri, the co-founder of Seven Group, for an exclusive interview on The Advisor Lab podcast. In the 28-minute episode, we spoke about how advisors can connect with investors in a more user-friendly and streamlined way with goals-based planning. Throughout the episode, we cover: What makes goals-based planning... Continue Reading →
Millennials: Much has been written about you. You've had all sorts of labels put on you (both good and bad) that ultimately seem to indicate millennials are a unique generation. But is this true for your finances? While there is much to say about what makes millennials special, the truth is that you are faced... Continue Reading →
Building a plan to reach your life goals may feel daunting. But something that may make it a bit easier is having extra money to save toward those goals. Where do you find extra money though? Well, a good place to start is actually at work. With your job, you are probably focused on how... Continue Reading →
When it comes to reaching your financial goals, there are many roads you could take—and they don’t necessarily all lead to the same place. In order to make an informed decision on which route you’ll take, it’s important that you know which options are available to you before you start your journey. Goal-based planning and... Continue Reading →
What should my goals be? Everyone has life goals and aspirations. So this question shouldn’t be hard to answer, right? And yet, when asked in the context of financial planning, it can be a tricky question to figure out. For some, it might be a hard question because you only have a small amount of... Continue Reading →
Why should you have a rainy day fund? Everyone should have a rainy day fund. Why? Because it gives you a safety net if something unexpected happens and you need money fast. The point of a rainy day fund is to cover surprise expenses you weren’t planning for. For example, your car breaks down or... Continue Reading →
Do you have extra money to save but no idea where to put that money to make the biggest impact? We know. This sounds like a champagne problem. But it can actually be challenging to figure out how to allocate your savings so that you are using your money most efficiently and your dollars are... Continue Reading →
We all want to be making progress toward our financial goals. But, one of the hardest parts is knowing where to start. It’s generally easy to find things to spend money on - housing, groceries, bills, or going out and having fun. But, we also all have future goals for our life that we want... Continue Reading →
We know that investing can often feel like a black box and a daunting undertaking. But believe it or not, you don’t need to gain all the expertise or skills of a financial advisor in order to have a meaningful conversation and actually drive decisions about how your money is invested. When people think about... Continue Reading →
