Financial planning technology: Counseling complement or consumer crutch?

Published Updated 7 Min Read

As companies act to attract and retain good employees, many are choosing to offer financial planning as one of the perks of employment. But in the words of Albert Einstein and Alexander Pope, a little knowledge can be a dangerous thing.

It can lead to adverse consequences for both well-intentioned employers and financial do-it-yourselfers that use financial planning software without a certain amount of knowledge or the inability to see the bigger financial picture.


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