January 17, 2020, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with Knighton & Stone, PLLC, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in...Read More

December 30, 2019, Scottsdale, AZ – My Financial Coach (MFC) is excited to announce a new partnership with RBR Insurance Group, LLC, our latest Subject Matter Expert (SME) that has been on-boarded to the My Financial Coach platform. MFC continues to grow both in their practices and having top performing vetted Subject Matter Experts in...Read More

Its that time of year again, the leaves are changing, the weather chills, but some things, unfortunately, remain as stale as last year’s candy corn. Financial planning is a time-intensive process that can be as cumbersome and expensive as it is helpful and useful. Regardless of a financial advisor’s business model, a failure to adapt...Read More

What is “Financial Wellness”, and how has the definition changed over time? In the 80s it was stock picking and stockbrokers, bond yields were high and the hairstyles were higher (thanks to Aqua Net). As Gordon Gecko so famously stated in the 1987 film Wall Street, “Greed, for lack of a better word, is good”....Read More

October is rolling around again and just like last year you should be receiving notice that your enrollment period is open from your employer. It is time to sign up for additional benefits or remove current benefits through your employer’s group options. Instead of deleting this email, make this the year you dive into truly...Read More

Why are you not taking advantage of your hsa? Many individuals are well aware that health care costs are risings and it is often the most expenses item in one’s retirement plan. However, very few individuals have implemented a strategy to handle these future expenses and are missing out on utilizing a key tool in...Read More

One of the first pieces of financial planning advice is that one should immediately take advantage of any employer’s matching. However, many individuals who are maxing out their 401(k) early in the year do not realize they are missing part of their employer’s match. It all comes down to the details. There is a lot...Read More

In a world of buzzwords, where did Financial Wellness Programs come from and how did this industry grow? As with many aspects of life, it is hard to answer a question without understanding the context around the issues that this emerging industry is trying to solve. Let’s jump back to the early 1980s when the...Read More

Business leaders work with fierce competition and constant change every day. To succeed, leaders must understand how to dance with these unpredictable forces, learn resilience, and harness the potential for growth amid volatility. You need your most important assets, your key employees, to stay focused on achieving the company’s goals. However, when dealing with those...Read More

Closely held and family-owned businesses, all private companies for that matter, often find it difficult to attract and retain key employees. Key talent can be easily lured away by publicly held companies that offer company stock (equity) as a key component of total compensation packages. While the equity in a private company cannot be traded on...Read More