Financial Health Research & Insights

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CFO Tech Outlook Magazine Features Kevin Murphy In September TAX TECH Edition

Kevin Murphy, the founder & CEO of Umbrella Financial, was recently featured in the TAX TECH edition of the CFO Tech Outlook Magazine. The interview highlighted Umbrella Financial’s effort at democratizing tax services through empowered...

A Letter To My Teenage Self: Money Lessons

Dear Young Kev, Whew! What a time to be young, smart, and living it up at college… It’s me, your 40-year-old self coming by to encourage you and drop off some of the gems I’ve picked up along the way. Believe me… they’re plentiful, but I’ll just...

Why we make bad financial choices — even when we know better

We all know we should spend less and save more, yet many of us struggle to do it and blame ourselves. It turns out, our environment is what we really need to change, and Kevin Murphy explains why. Why we make bad financial choices -- even when we...

My Open Break-up Letter to Debt

Dear Debt, How did we get here? It seems like just yesterday we were so carefree – going out to eat, shopping at my favorite boutiques, relaxing on weekend getaways – living it up! And while I was warned you could be bad for me, I ignored the...

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A Letter To My Teenage Self: Money Lessons

A Letter To My Teenage Self: Money Lessons

Dear Young Kev, Whew! What a time to be young, smart, and living it up at college… It’s me, your 40-year-old self coming by to encourage you and drop off some of the gems I’ve picked up along the way. Believe me… they’re plentiful, but I’ll just focus on money for...

I am on a mission to improve the financial health of everyday Americans.

Kevin Murphy Face of Finance

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