Identifying the obstacles that impede your organization’s path to financial wellness will help you develop a holistic financial initiative.
Saving versus investing might feel like an either/or decision, but it isn't always that clear-cut.
DeFrain brings decades of experience to SmartPath, which provides objective financial fuidance to those who need it most.
DeFrain is responsible for leading all national sales expansion and building on SmartPath’s corporate success to drive future growth.
Here are tips from experts in the financial industry on how to navigate the financial challenges of this uncertain and unprecedented time.
SmartPath launches free Money Moves Quiz to help employers support the financial security and resiliency of their employees.
The Money Moves Quiz takes you through a series of questions to identify your options for financial resiliency during the pandemic.
The SmartPath Retirement Readiness program is ideal for people who are working, trying to save and paying attention to their finances.
Smartpath rolled out COVID-19 Financial Help Center available to all employers and employees during the coronavirus pandemic.
Looking for one-on-one financial guidance, but don't think you can afford a personal planner? Get a dedicated financial coach for $39/month.
If you have financial goals you can’t prioritize or stay motivated to meet, a SmartPath financial coach could be your answer.