One of the biggest problems that need to be solved almost immediately after launch is making some noise to let the public know you and your product or service exist. If not, no matter how good that product or service is,

For those who have thought of an idea for a tech startup in a crowded space, it can be tempting to think that your idea must be completely brand new and inventive. Especially when you consider the seemingly ubiquitous announcements that so-and-so big n…

The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up.  In this episode, Malcolm Ethridge speaks with Aaron Wollner,

While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms tax planning, and tax preparation. In short, one takes place once per year and is more transactional in …

Women in tech often face unique financial planning challenges that are not usually taken into account by traditional financial advice firms or FinTech solutions. For women working in tech, it can be hard to find a financial planner who understands the …

If you are a person who is paid in restricted stock units each year, it’s important that you develop a plan for how and when you will convert those shares into actual dollars well before they actually vest.

A donor advised fund is simply a type of brokerage account, where contributions to it are specifically earmarked for charitable giving. And in exchange, the IRS allows you to realize the entirety of the donation in the year it is made; regardless of ho…

How many times have you had an idea for something that you thought should exist in the world, but never actually pursued the thought much further than that initial moment of inspiration, only to see someone else promoting that very same product on Inst…

If there’s one thing we all have in common, regardless of age, gender, profession, or socio-economic status, it’s a good deal. And one thing many of us love to be able to say that we got a good deal on is travel. In fact,

Receiving a financial windfall, such as winning the lottery, may seem glamorous to those of us who never have. Still, even if half of the news articles or TV shows covering lottery winners are accurate, it may not be all that it’s cracked up to be.

The Great Resignation may have tipped the scales, but the underlying sentiment of dissatisfaction among workers of all ages and demographics, representing companies and industries across the board, had been brewing underneath the surface for some time….

You’ll often hear about companies and their founders who made the decision to pivot from their initial big idea that wasn’t quite working right, to something else that ended up being the best thing that ever happened to them.