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. One critical aspect often overlooked in benefits management is the necessity of educating employees about the benefits available to them.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Nationwide Financial

NOVEMBER 10, 2022

Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Education Benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52

Clever Girl Finance

JANUARY 26, 2024

Articles related to credit and counseling Getting out of debt can be easier when you have help! What is consumer credit counseling and who might need it? Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit.

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

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.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

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. SETHI: Education alone is not the answer. RITHOLTZ: Right. SETHI: I just love a good hospitality story.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130