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Concourse is building AI to automate financial tasks

In a typical organization, finance is one of the most important functions. Yet teams are often bogged down by manual workflows. According to a survey by Paylocity, an HR software provider, 38% of finance teams spend more than a fourth…

The Power Of Death In Financial Life Planning

“Evaluating your life through the lens of your death is raw, powerful, and perhaps a bit scary,” writes author and entrepreneur, Shane Parrish, in his excellent book, Clear Thinking. But despite our hesitation to consider our inevitable…

Student Loans Fail To Help Too Many Older Borrowers

WASHINGTON, UNITED STATES - FEBRUARY 28: A sign reading Cancel Student Debt is staged outside of the ... Supreme Court of the United States in Washington, D.C., on Tuesday February 28, 2023. (Photo by Sarah Silbiger for The Washington…

Retirement Does Not Have To Be Spook Or Scary

STEVENAGE, ENGLAND - OCTOBER 13: In this handout photo provided by Samsung and released on October ... 26, Francesca Bromham, aged 6, looks up at a 13-foot-high animatronic skeleton which forms part of Halloween display from Samsung…

10 Smart Ways To Manage A Financial Windfall

getty By Lucy Lazarony, Next Avenue A generous inheritance. A booming investment. A big raise. What should you do with a large sum of unexpected money you discover coming your way? In particular, how should you handle such a windfall…

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