3 min read![Alex Wilson]()
Alex Wilson
What To Say When You Cut The CordCutting the cord can save you money as long as you go into it with the right mindset. Here's a guide to get started.
Apr 12th, 2021
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2 min read![Ryan McPherson, CFP®, EA]()
Ryan McPherson, CFP®, EA
8 Ways to Save Money Now!Want to start saving more money immediately? Good. Want to focus on cutting expenses? Even better, you're in the right place.
Apr 7th, 2021
6 min read![Alok Deshpande]()
Alok Deshpande
11 Rules For Effective BudgetingYou need a process to track your money. Imagine a company that didn’t track revenue or expenses. How would you know how they’re doing?
Mar 24th, 2021
4 min read![Alok Deshpande]()
Alok Deshpande
6 Ways to Conquer Tax Season StressSmartPath CEO, Alok Deshpande, provides tips for when you need to make a financial decision about what to do with a tax refund.
Feb 25th, 2021
2 min read![Alok Deshpande]()
Alok Deshpande
Assessing your Risk ToleranceWhen I asked about why he’s so aggressive, he candidly told me he’s a risk taker. He believed in living life to the fullest.
Feb 22nd, 2021
2 min read![Alok Deshpande]()
Alok Deshpande
Know Your WhyWhy invest the time, energy and heartache into getting your money right? Knowing your why is the answer.
Sep 30th, 2020
Stories
5 min read![Alok Deshpande]()
Alok Deshpande
The Role of DEI and Financial Wellness in Driving Economic JusticeThe events of 2020 have highlighted economic inequities in our society. Companies can drive change but must also understand the needs.
Apr 26th, 2021
3 min read![Renata Dixon]()
Renata Dixon
An Interview With SmartPath Client Rev. Nelson Furtado Jr.Nelson's financial life was in bad shape. With SmartPath, he's now empowered to achieve his goals and in control of his finances.
Jan 4th, 2021
4 min read![Christen McKay]()
Christen McKay
Surprisingly – Good Things DID Happen in 2020How are the coaching sessions going? SmartPath Coaches and Advisors share their most memorable clients wins from a very uncertain year.
Dec 3rd, 2020
Updates
1 min read![Christen McKay]()
Christen McKay
Viewpoint Newsletter · Edition #32Check out SmartPath's monthly newsletter, chock full of encouraging tips to assist your journey to financial health and success.
Feb 4th, 2021
1 min read![Christen McKay]()
Christen McKay
Viewpoint Newsletter · Edition #31Check out SmartPath's monthly newsletter, chock full of encouraging tips to assist your journey to financial health and success.
Jan 7th, 2021
1 min read![Christen McKay]()
Christen McKay
Viewpoint Newsletter · Edition #30Check out SmartPath's monthly newsletter, chock full of encouraging tips to assist your journey to financial health and success.
Dec 3rd, 2020
Press
Our Director of Coaching, Ryan McPherson, shares five personal finance tips on how to be smarter with money management.
Forbes
Stuart Lawder, co-founder and COO, speaks about how financial wellness technology can help increase accessibility to employees.
SHRM
Olivia Keys, SmartPath Coaching and Advising Manager, shares tips on how to create a ‘happy plan’ to be financially prepared for retirement.
GOBankingRates