This Fintech’s Visa Card Keeps Grandpa From Blowing His Nest Egg

True Link Financial offers a debit card with spending controls expressly designed for people with dementia, other cognitive deficits or addiction issues. It also manages special needs trusts. By Lindsey Choo, Forbes Staff In November 2020, Alana Peralez received the sort of emergency call she’d been dreading. Her then 84-year-old…

Why Personal Finance Pressures Can Affect Founder Exit Decisions

When founders seek advice on exit planning, the emphasis tends to be on operational and administrative excellence in preparation for the big event but perhaps prospective sellers should also be optimising their personal circumstances, particularly around income and financial security. That’s the view of Matt Ford, CEO and co-founder of…

Buffett’s Moves And Market Outlook

Warren Buffett released his widely anticipated annual letter to Berkshire Hathaway shareholders yesterday. Investors hoped to find insights into operating performance, plans for Berkshire’s cash stockpile, and major changes in portfolio composition. Here are the highlights. Operating Performance Berkshire Hathaway reported strong operating earnings of $47.44 billion in 2024, a…

Money

The idea of “putting your money to work” probably appeals to you. You want your money to do something for…

Featured Articles

Returning To The Office? 17 Ways To Maintain Diversity And Inclusion

Many organizations have widely embraced flexible work options for employees. In addition to giving employees much more control over their personal and professional lives, hybrid and remote work also enable businesses to reduce office space and hire from a pool of highly qualified, largely dispersed…

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No, Filing A FERPA Complaint Won’t Cancel Your Student Loans

No Cancelled Student Loans For Student Loan Borrowers Due To FERPA Violations In recent weeks, social media platforms, particularly TikTok, have been abuzz with misleading claims suggesting that filing a complaint under the Family Educational Rights and Privacy Act could lead to the cancellation of student loans. As just one…

4 Under-The-Radar Stock Picks For Q1 2025 From Top Managers

Value stocks have had a difficult time over the last few years, but things could be looking up, especially for investors who seek out lesser-known names. In recent interviews with me, Jim Zimmerman, Abigail Zimmerman, and Ara Laterovian with Lowell Capital, and Ted Rosenthal with TMR Capital each shared their…

AI’s Role In Healthcare 2025

Greg Samios, President and CEO of Clinical Effectiveness at Wolters Kluwer, leading customer-led innovation and a transformed workforce. The start of a new year is an ideal time for reflection and growth. In my world, this is an opportunity to think about the care continuum and how we can foster…

10 ChatGPT Prompts To Create Authentic Personal Brand-Building Content

You have valuable wisdom to share, but you’re not showing up online. Your dream clients scroll past your stuff without a second glance. Your ideal opportunities go to someone else who shows up more consistently. A weak personal brand costs you cash. But cracking the code of showing up online…

ISS Announcement Raises Key Questions About DEI And Fiduciary Duty

Typically voting is thought of as a highly personal decision and practice. And yet, in the world of public markets, most investors that take the time to vote their proxies tend to actually outsource these decisions, or at least, the research behind them, to just two companies: Institutional Shareholder Services…

How Leaders Can Use AI Effectively

Mohaimina Haque, CEO at Tony Roma’s. Attorney & General Counsel. Immigration, Business Law expert. Adjunct Law Professor. It was 7 p.m. on a winter evening in my home office and my computer screen was lighting up like a Christmas tree with emails—students awaiting Zoom links for tomorrow’s law school lecture,…

Americans’ credit card and household debt reach new record highs

Americans’ household debt levels, including credit card debt, rose to new all-time highs in the fourth quarter of 2024, according to a report by the Federal Reserve Bank of New York. The report showed that overall household debt increased by $93 billion to $18.04 trillion at the end of 2024,…

The Reality Of The New Tariff Policies

There has been extensive discussion about the tariffs the Trump administration wants to impose on U.S. trading partners. Much of this discussion remains inconclusive regarding the specific amounts, timing, affected countries, and the particular goods that would be subject to these tariffs. However, one proposal that appears certain is a…