News
TV & RadioJuly 2010 SimpliFi at the Microsoft WWPC
ABC News Presents PFM
Budgeting Tips for Young Adults
Bryan Link discusses how young adults can work a spending plan into their lives.
Blog Talk Radio, Lan Nguyen, June 4, 2009
“Not sure how to save for the future? WalletPop's Lan Nguyen chats with Bryan Link, CEO and co-founder of financial planning website SimpliFi.net, about strategies for today's tough economic climate. He'll also talk about his company's new free service, which is aimed to help lower to middle income users.” AwardsMicrosoft BizSpark One, May 1, 2010 SimpliFi has been selected to join the Microsoft BizSpark One Program
SimpliFi has been selected to join the Microsoft BizSpark One Program, an invitation-only program designed to accelerate the growth of a small number of high-potential technology companies. Fast Company, Anya Kamenetz, February 18, 2010 Top 10 Most Innovative Companies
"#9 SimpliFi: This new personal-finance Web site goes beyond the tracking features of a Mint.com to tell you what to do with your money. Named Best Of Show at FinovateStartup 2009, it uses the same financial modeling engine used by 95% of certified financial advisers and is itself a registered investment adviser with the Securities and Exchange Commission.” Magazines & NewspapersWall Street Journal, Mary Pilon, September 29, 2009 Finovate: Welcome to the World of Savings
“It’s not enough for a bank just to offer a savings account anymore.
Here at Finovate, several thrift-minded start-ups have presented so far, responding to the new spike in savings from American spenders.” Wall Street Journal, Mary Pilon, September 28, 2009 Finovate 2009 Preview
“Tuesday is Finovate – a personal finance and tech conference here in New York. As we’ve mentioned before, the event is like March Madness for people who dig online personal finance tools. The conference-basically a day of back-to-back demos-is put on by NetBanker, who has provided a full list of companies making presentations here.” Credit Union Journal, Kevin Jepson, August 17, 2009 How Online Financial Advisor Connects Members to CUs' Products
"Getting sound financial-planning advice is better for the long-term than managing money, according to Bill Grizack, managing director, BrightLeaf. "There are quite a few personal financial management tools on the market for budgeting purposes, which is really important but relatively short-term. There aren't that many options in the marketplace providing comprehensive financial advice. We're a registered financial advisor, and we're trying to get members to be more holistic." The Wall Street Journal, Shelly Banjo, June 7, 2009 The Best Online Tools for Personal Finance
“SimpliFi.net, from SimpliFi LLC in Winston-Salem, N.C., uses a virtual financial adviser named Sophie to guide you through a planning process based on financial goals, such as saving for retirement or reducing debt. The site assesses how much you should spend and save to reach your particular goal and tells you how likely you are to achieve it with a “Goal Point Average” ranging from A+ to F. (You don’t give the site any of your financial-account information, but you do have to input approximate balances.)" Available in the June 8, 2009 print edition. Triangle Business Journal, May 11, 2009 W-S financial Web site wins Best in Show
“SimpliFi offers free long-term financial planning and advice to middle- and lower-income consumers. It was one of 57 companies that attended FinovateStartup 2009, an annual conference that showcases innovative financial technology products and services.” |
Online PublicationsFOX Business, Bryan Link, June 21, 2011 Five Life Goals and How to Get There
"Whenever I ask people about their financial goals, the responses I get are usually pretty consistent. In fact, the responses have been so similar that I did a little digging and found survey research confirms my anecdotal evidence. ..." FOX Business, Bryan Link, April 19, 2011 5 Smart Ways to Spend Your Tax Refund
"Roughly three quarters of Americans will get a tax refund this year averaging about $3,000. Not a bad payday for most of us! If you’re going to receive a refund this year, spend it wisely..." CreditCardGuide, Eva Norlyk Smith, Ph.D., April 6, 2011 Are You On Track to a Better Financial Future?
"It is said that a journey of a 1,000 miles starts with a single step. This ancient Chinese saying reminds us that our greatest aspirations require preparation, planning and perseverance. Our personal finances, of course, are no exception..." FOX Business, Bryan Link, March 23, 2011 5 Easy Steps to Spring Clean Your Finances
"If you have a solid financial maintenance plan in place, you may not need a massive spring cleaning of your finances. But if you don’t, here are some tips to make your financial spring cleaning easier and more effective:" CreditCards.com, Erica Sandberg, March 15, 2011 10 ways to spring clean your finances
"Fewer than 5 percent of Americans have a financial plan and those with one are almost three times as likely to hit their financial and retirement goals", says Bryan Link, CEO of the online goals-based planning service SimpliFi. Bankrate.com, Rachel Hartman, March 1, 2010 6 Ways to a Successful Savings Plan
The Internet puts financial planning at your fingertips. Sites such as GoSimplifi.com and Mint.com help you set up goals and then track your progress toward them. "If your financial plan is online, you can update it whenever you want from the privacy of your own home and on your own schedule," says Bryan Link, CEO of SimpliFi, a free financial planning and advice service. WebWorkerDaily, Celine Roque, February 10, 2010 How to Use the Web to Improve and Manage Your Finances
“Though the above tools and techniques will help you get your finances in order, you still need to think about the long run. That’s where financial planning comes in. Tools like SimpliFi and ESPlanner Basic can help you create a sound financial plan without the added cost of hiring a professional planner.” Under30CEO, January 5, 2010 What Are Your 2010 Business Resolutions?
“Integrating/supporting new team members (SimpliFi is aggressively growing its team in 1Q). Telling our primary marketing story (the powerful benefits of financial planning) across all marketing channels.” – Bryan Link www.simplifi.net Smart Money, Kelli Grant, December 22, 2009 7 Ways to Empty Flexible-Spending Accounts Now
“The IRS allows FSA reimbursement for miles driven and parking fees and tolls incurred in your quest for medical care. Tally up miles driven to and from each doctor's visit this year, says Bryan Link, the chief executive of online financial management tool SimpliFi. The reimbursement rate for 2009 is 24 cents per mile. Usually, all that your FSA administrator needs as proof is a list of dates and a printout of driving directions (say, via MapQuest) for per-trip mileage, he says. " InvestmentNews, Davis Janowski, September 29, 2009 Virtual adviser to the mass affluent gets a little more sophisticated
“Back in May, we introduced you to Sophie, SimpliFi’s free virtual financial planner. Well, Sophie’s grown up since then. As of today, she’s gotten a lot more sophisticated, at least for the customers of financial institutions such as credit unions and banks that provide SimpliFi LLC’s Planning Service Plus to their customers." Investors.com, Paul Katzeff, July 24, 2009 SimpliFi Joins Web Calculator Crowd
"When do you plan to retire? How much of your present income do you want to replace in retirement? How much, if anything, are you setting aside to pay for your children's education? Then, with a mouse click or two, SimpliFi can show you whether you are saving enough to pay for specific goals. If not, it shows how much your shortfall is." San Francisco Examiner, Robert Stack, June 17, 2009 The importance of a Financial Plan
“The world is full of professionals who would love to help you with a Financial Plan. Like any other professional, they would like to make money by helping you with that Plan. Some may be fee-based and charge a part of your assets. Others may be commission-based and make money from products they sell you as part of your Plan. Either way is okay as long as you know who you are dealing with and what their agenda is, but you can do most of your Financial Planning yourself. The Internet has made everything you need available from sites like Yahoo Finance, The Motley Fool, and Winston-Salem based SimpliFi. Searching these sites will give you an education and and lots of information on what to do next.” American Banker, Daniel Wolfe, June 11, 2009 How Giving Away Software Can Attract Paying Clients
“SimpliFi LLC has decided that the best way to sell its online financial planning software to banking companies may be giving it away to consumers.” CNNMoney.com, George Mannes,, May 7, 2009 Plan Your Finances with Two New Tools
“SimpliFi is for those who like a simpler life. It nicely organizes your life into Things You Own, Things That Grow and Things You Owe; once you put in the numbers describing your present situation, it assigns you a letter grade based on its judgment of your progress toward financial goals, along with a to-do list to get you going.” Credit Union Tech Talk, May 4, 2009 SimpliFi Wins Best of Show Honors at FinovateStartup 09
“SimpliFi, a free online financial planning and advice service that lets anyone plan for their financial future, was awarded Best of Show honors at FinovateStartup 2009, an annual conference that showcases innovative financial technology products and services. SimpliFi replicates the same financial planning process used by 95% of Certified Financial Planners, and the company itself is a Registered Investment Advisor with the SEC.” Lazy Man and Money, April 30, 2009 Live from Finovate Startup - Fourth Demo Session
SimpliFi really stood out here... They could put me out of business as a personal finance writer. |
