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Posts in category: Personal Finance

Category: Personal Finance

Robin Growley, Bank of America’s Savings and Budgeting Guru: How to Navigate Personal Finance Trends to Build Lasting Savings Habits

From cash stuffing to loud budgeting, when there’s a new personal finance trend every month, it can be challenging to decipher the best way to keep your finances in shape. Rising costs haven’t made it easier, especially as consumers navigate building up their savings amidst higher costs of living. America Saves Week is a time for people at all stages of their financial journey to reevaluate their finances, identify smart saving strategies and take control of their financial futures. Robin Growley, Bank of America’s Savings and Budgeting Guru, joins me to discuss strategies for conducting a financial wellness check.

Ashley Ross, Client Care Executive at Bank of America: How the Pandemic Has Redefined the Customer Experience

Events over the last year have pushed companies to be more agile and thoughtful in their customer experience approach. Consumers have reevaluated their personal and financial priorities and enhanced their expectations of the brands they support. to celebrate National Customer Service Week (October 4-8, 2021), Ashley Ross, Client Care Executive at Bank of America, joins me to talk about how the customer experience will forever be changed in a post-pandemic world.

Mark Lazar, Certified Financial Planner, Wealth Advisor, Author: Pathway to Prosperity: Your Guide to Money and Economics

According to Mark Lazar, a Certified Financial Planner, wealth advisor, “Contrary to what you may hear from friends, family, teachers, the government, or the media—regardless of your race, color, religion, where you grew up, or current social status, you have the power to change your life in ways you never believed possible,” and he wrote a book to help you get there, Pathway to Prosperity, to take the mystery out of money.

Erin McCullen, Head of Deposit Products at Bank of America: Teaching Kids Financial Literacy for Financial Independence

Alongside grammar and world history, another important subject to teach our kids is financial literacy. From budgeting and saving paychecks from a summer job to responsibly using a credit card, finances should be part of the curriculum starting at a young age through young adulthood. Erin McCullen, Head of Deposit Products at Bank of America has tips for parents to help their kids develop financial skills to set them up for post-grad financial independence.

Joanne Gaskin, Vice President of Scores and Analytics, FICO: Learn what steps you can take to improve your credit knowledge and FICO Score

Despite the economic uncertainty over the past year due to the COVID-19 global pandemic, the average U.S. FICO® Score currently stands at 716. Joanne Gaskin, Vice President of Scores and Analytics, for FICO joins me with the latest credit score data released by FICO, what impact COVID-19 had on credit scores and FICO’s commitment to financial education, inclusion and ability to score more people.

Margaret (Maggie) Ference, SVP, BB Credit & Ops Director, Huntington National Bank: Rebuilding Financial Security In Urban Neighborhoods

The economic disruption of COVID-19 has challenged small business owners and entrepreneurs to adopt fresh approaches to become more competitive in the post-pandemic marketplace. This is especially true for minority-owned and women businesses in underserved communities. To address this issue, Maggie Ference, Senior Vice President, BB Credit & Ops Director, Huntington National Bank joins me to offer tips to help empower your small business and community.

Jason Gaughan, Consumer Card Product Executive at Bank of America: Tips To Help You Get Your Summer Spending Under Control

Now that summer is well underway, it’s a great time to revisit your budget to make sure you are on track with your spending and saving goals, while still enjoying all that summer has to offer.Jason Gaughan, Consumer Card Product Executive at Bank of America, is here to discuss his top tips for keeping your spending in check.

Milestone Study Highlights the Silver Linings from the Pandemic

According to Edward Jones and Age Wave’s latest study, “The Four Pillars of the New Retirement: What a Difference a Year Makes,” following a year of unprecedented volatility across economic markets, physical and mental health and social justice issues; 76% of Americans credit the pandemic with helping them refocus on what’s most important in life. Joining me to discuss the results: Ken Cella, Principal, Client Strategies Group, Edward Jones and Ken Dychtwald, PhD, Retirement specialist and Co-founder and CEO, Age Wave.

Ken Cella, Principal, Client Strategies, Edward Jones and Ken Dychtwald, PhD, CEO Age Wave: Milestone Study Highlights the Silver Linings from the Pandemic

Lynnette Khalfani-Cox, The Money Coach: Understanding Your Credit and Financial Health To Achieve Your Goals

Lynette Kahlfani-Cox joins me to talk about tools needed to better understand your credit and financial health. She will explain the facts and dispel the myths around credit scores and discuss how to develop a plan to achieve your financial goals and the “FICO Score Open Access” program, which enables over 200 financial institutions to share free access to FICO Scores used by lenders in credit decisions.