From rising healthcare costs to growing demand for personalization and wellbeing, employers must evolve to attract, retain, and engage talent. With this Outlook, use the key insights to prepare your organizations to deliver cost-effective and attractive benefits. And learn how integrating retirement and financial wellness strategies can help employees—and your business—thrive. Despite the unsettling economic environment, organizations that leverage smart strategies and technology will keep their benefits programs vital, resilient, and effective.
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In this episode of Visions and Voices, Armanino's John Stewart joins Simran Kang from MyFO to explore the future of family office technology. Together, they discuss the challenges family offices face, like outdated tools (such as spreadsheets) and the lack of comprehensive data aggregation systems. They also dive into MyFO’s mission to simplify financial management through intuitive, user-focused technology. Key topics include:
In an unprecedented escalation of operational risk, the U.S. government shutdown has forced the Federal Aviation Administration and the Department of Transportation to warn of potential airspace closures and a reduction of commercial flights that can affect roughly 40 major U.S. airports, including Atlanta, Los Angeles, Dallas, New York, and Chicago. Private travel and aviation can also be affected if airspace closures occur.
Adapting to the new phase of life after the sale and exit of a business can be trickier than business owners are expecting—not anticipating the less-tangible challenges that can include the struggle with a lost sense of identity and even being unsure of how to introduce themselves after the exit. That’s why it’s important, well in advance of a liquidity event, to think about new outlets for time and energy.
This guide helps rising generations of legacy wealth navigate international travel with greater confidence and security. It highlights common risks faced abroad—from medical emergencies to theft of luxury items—and provides practical steps to mitigate them before and during a trip. Tailored for affluent families, this resource also covers insurance considerations, safety planning, and digital security, offering actionable checklists and resources.
In today’s digital age, protecting your children from cyberbullying requires both proactive measures and ongoing vigilance. Cyberbullying can take many forms, from online harassment to the spreading of harmful rumors that can have devastating effects that may also harm the children’s personal and physical security. As a parent, staying informed and taking steps to safeguard your child’s online experience is crucial.
When you’re envisioning a fabulous, once-in-a-lifetime vacation, health insurance may be the last thing on your mind. But without it, obtaining necessary care—especially in an emergency—could be significantly more challenging and expensive. Whether you have an individual, group, or Medicare plan, your health insurance may not protect you when you travel. That’s why you need to consider travel medical insurance when you travel outside of the U.S. and, in some cases, when you cross state lines.
In most states when a child turns 18, he or she is legally recognized as an adult. And without having certain legal documents in place such as a durable power of attorney for healthcare, parents may lose their ability to fully support and care for their college-age children in the event of a medical emergency or other circumstances. By knowing which documents should be executed, parents and their adult children can avoid the restrictions of various privacy laws that can prevent timely care.
College graduation is an exciting event, but it can be filled with uncertainty with the start of a job that brings new responsibilities and decisions. To help with the transition, it's time to plan your financial future. To get started, here are helpful tips on budgeting and spending money wisely, checking your credit score, saving for retirement, understanding your company’s benefits, monitoring and protecting your online activity (both financials and social posts), building your business skills, and more.
It’s not easy to plan for the unexpected while also caring for your family and taking care of yourself. In this episode of Invested: Advancing Women in Work and Wealth, meet Samantha Russell, Chief Evangelist at FMG, and Linda Grant-Smith, Wealth Strategist at Baird, about their personal and professional experiences with caregiving. Both share their individual stories and share their advice on how women can prepare for a range of caregiving roles and family life stages, including prenuptials, parenting and childcare, and end-of-life planning.