Communication Financial Counseling Financial Planning Taxes 
eMoney Advisor
DECEMBER 5, 2022
By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners.
Nationwide Financial
NOVEMBER 10, 2022
When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Financial scams targeting veterans.
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Fortune Financial
JANUARY 11, 2024
Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Utilize Various Communication Channels Ensure that all channels are clear and free of jargon to make them accessible to all employees.
Clever Girl Finance
JANUARY 26, 2024
Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit. Trained and certified coaches meet with anyone who wants help to develop a financial plan to pay off debt. Lastly, if student loans are a factor, look into student loan counseling.
The Big Picture
JUNE 6, 2023
SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. RITHOLTZ: Right. How do you suddenly get a Netflix series? SETHI: They reached out to me. RITHOLTZ: Right.
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