Safe and Responsible Data Aggregation

As we announced last year, eMoney is deploying API-based data aggregation to provide clients with a more seamless and secure connections experience. We’re happy to see that the industry is taking notice of the importance of safe and responsible data aggregation. The recent FINRA alert, for example, urges consumers to understand how data aggregators operate before sharing sensitive…

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Health care costs in retirement are a primary financial concern for investors

When helping clients prepare for retirement, are you discussing potential healthcare costs with them? Historically, retirement planning has been less concerned with this figure and more concerned with market performance and inflation as assumptions in a plan. While recent research by Fidelity has shown that Americans are becoming increasingly concerned with potential healthcare costs, they…

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