by Nic | Mar 6, 2026 | Financial Wellness
Evaluate Your Financial Progress by Focusing on the Right Timeframe Reading Time: 3 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist When you’re working toward a long-term goal, feedback matters. You need to know whether you’re on track and whether...
by Nic | Feb 17, 2026 | Financial Wellness
What to Look At First When You Want to Feel More in Control of Money What to Look At First When You Want to Feel More in Control of Money Reading Time: 2 minutesBy Sherrie Grabot, CEO, Chief Executive Officer When money feels stressful, the instinct is usually to do...
by Nic | Nov 14, 2025 | Financial Wellness
From Digital 401(k) to Trusted AI AdvisorHow 3Nickels Is Redefining Financial Management—Again Reading Time: 5 minutes By Jason Sheffield The conversation we needed to have A recent article Financial Wellness Is Watching You—and That’s Not Always a Bad Thing applauded...
by Nic | Oct 29, 2025 | Financial Wellness
Better TogetherThe Age of Aligned & Explainable AI Advisory Reading Time: 3 minutesBy Sherrie Grabot, CEO, Chief Executive Officer After helping build some of the nation’s earliest 401(k) systems in the 1980s and co-founding GuidedChoice with Nobel Laureate Dr. Harry...
by Nic | Oct 2, 2025 | Retirement Wellness
What is Income Replacement? Reading Time: 3 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist When you save for retirement, you may notice retirement planners use the phrase “income replacement” to help you set your financial retirement goal. Why?...
