All Posts By

Kevin Smith, CFP®

wealthspire pathways

Why We Created Wealthspire Pathways

By Blog
Our Approach to the Robo-Advisor Trend If you follow the investment management/financial planning industry, then you no doubt have heard the term “Robo-Advisor”. Robo-advisors are the hot topic right now and some advisors even view these types of digital platforms as the future of the industry. Robo-advisors come in all shapes and sizes, but for the most part tend to be lower-cost, automated investing solutions accessed digitally with minimal one-on-one interaction with a person. Some services don’t provide any contact with a live person while others offer call centers with new people answering each time you call, providing no real…
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education planning

FAFSA: Act Quickly and Strategically to Maximize Benefits

By Blog
Starting October 1, this year’s Free Application for Federal Student Aid (FAFSA) is now available for current and prospective college students. The FAFSA determines a student’s eligibility for Federal grants and loans and is used by schools to craft a student’s financial aid package. Everyone, regardless of income levels, should fill out the FAFSA because it is necessary even for merit-based scholarships. Maximizing Your Potential Financial Aid File the FAFSA as soon as possible after October 1, as some financial aid is awarded on a first-come, first-served basis until the money runs out. In fact, based upon the most recent…
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