Knowledge is power, and the basis of all knowledge is having the right data. Datapoints (or, data points, if you like) are the smallest form of data. Think of them like information atoms. Alone, they’re seemingly small and insignificant. But when you combine them, you can discover trends, uncover essential information, and better understand the world around you. These minuscule particles of information can be essential to learning about others and ourselves. Here’s what …
Article Title: Aging and Altruism: A Meta-Analysis Publication: Psychology and Aging Authors: Erika P. Sparrow, Liyana T. Swirsky, Farrah Kudus, and Julia Spaniol Older = More Altruistic? Previous research and theories related to altruism and aging have suggested that most of us become more selfless and “nicer” as we age. Altruism is generally defined as a tendency towards decisions that promote the welfare of others at some cost to ourselves. Most scientific research has shown that …
Independent of our unique individual personality traits, values, and attitudes, we know that financial decisions and behaviors have the most significant impact on achieving money goals. Carrie Rattle, CEO & Founder of Behavioral Cents, is a financial therapist and coach who works to engage clients in exploring their money beliefs with the ultimate goal of helping to optimize their financial behaviors. In the brief conversation below, we explore how Carrie uses behavioral assessments in …
Part of the benefit of using behavioral assessments in financial planning is the ability to help clients understand why they make particular spending, saving, and investing decisions. Uncovering the “why” behind financial choices can open up a world of conversations and growth, growth that can lead to positive change. Maggie Klokkenga, CPA, CFP®, founder of Make A Money Mindshift, shared how she uses the power of assessments to help clients achieve what matters most through financial coaching packages …
When working to achieve financial goals, having a guide can be critical, especially when our patterns of financial choices need some enhancing. Working with a financial coach can improve how we make money-related decisions before working on a financial plan or investment strategy. See how Wise Pace, a financial coaching and planning firm in Atlanta, utilizes DataPoints solutions to ensure clients start on the right path towards financial success. Share with us a little …