Cass Polzin

In honor of Mental Health Awareness month, we’re digging into the link between financial wellness and mental health, along with four strategies for strengthening your finances. Recent studies show that there’s a strong link between financial wellness…

In celebration of Financial Literacy Month and Earth Day, we’re exploring how you can increase your environmental impact through refreshed financial habits. April is Financial Literacy Month, a month to prioritize financial wellness and education.…

Why choose between growing your wealth and making a difference when you can do both? Impact investing allows individuals to see financial returns while their money has an impact on social and environmental causes. Discover how impact investments can…

The start of a new year is the perfect opportunity to implement new habits to improve your financial wellness and increase your social impact. Through 2020 and 2021, we learned a lot. First, and probably most important: expect the unexpected! No one…

While all holiday donations are admirable, there are a few ways to ensure you have the most impact. Explore the important considerations and questions you should think about when building your holiday donation plan. Many Americans choose to give back…

There are a few factors to consider before donating to a nonprofit organization. Explore the top five you should dig into before contributing. Making a financial donation to a cause you care about is incredibly admirable — no matter the organization…

While it’s always great to get large donations at any time of the year, there are inherent challenges that come with most donations happening at the same time. Recurring and micro donations can solve those challenges and provide additional benefits…

Financial literacy is one of the best ways you can prepare kids for life and ensure their long-term security. Explore activities for instilling financial values in children of all ages. One of the best ways you can prepare your kids for life is by…

Engaging repeat donors who give on an annual, quarterly, monthly or even daily basis is key for any fundraising-based organization. But, it can be challenging to reach donors in the first place, let alone engage them long-term. After your emails,…

With the generational wealth transfer on the horizon, many are wondering about the ethics of building generational wealth. This article explores the question from a few different angles and discusses how you can set your children up for financial…

If you’ve been operating without a monthly budget, you might wonder why it’s worth building one and when it makes sense to start. As for when, there’s no better time than the present, and April is Financial Literacy Month, making it even more perfect…

Many people wonder, “How much of my income should I donate annually?” While there’s no hard-and-fast rule for everyone, we’ll explore key identifiers to examine when choosing to donate money and several trends that play into why and how much people…

COVID-19 has forced many shifts. Workplaces have moved remote, schooling has gone digital, and honestly, nothing is the same. But, we don’t need to tell you that. What you may not know is that in order to engage prospects and retain clients, you’ll…

Digital marketing isn’t just about selling to new clients. It can also be an extremely powerful tool for retaining clients. In order to maintain a positive client relationship, it’s important to stay top-of-mind for your clients without pestering…

Financial advisors have long been able to rely on the brand of their parent company when selling. If you worked for a big enough brand, it was easy to earn new potential clients’ trust. Today, individuals want more than a big brand. They want an…

How often should advisors email their clients? Your email frequency will depend on market activity but should average out to about two emails per quarter or about eight emails all year. Any more often and you start to become a nuisance. Any less…

Everything you need to know about emergency savings, regardless of your financial situation Imagine you’ve just returned from a great vacation abroad. You find out your close friends are getting married across the country in a few months. You go…

Originally published on Medium. Money makes the world go round. It pays the rent, it feeds your kids, it fuels your passions. Yet, it’s generally taboo to talk about. Overall, we don’t talk about personal finances. They are to be kept private. At…

Anyone who knew about Bitcoin seven years ago and didn’t do anything is surely kicking themselves. If you invested just $10 in December 2011, your holdings would be worth roughly $55,000 today. (If you’re counting that’s 5500% growth. How’s your 6–8%…

Time vs. Money Building a startup takes a lot of everything. A lot of effort, a lot of coffee, a lot of emails, a lot of long days and late nights. It also takes balance. You can outsource a project to save time, but that costs money. You can…