Personal Wealth

Financial Wellness: The New Must-Have Employee Benefit

If you had a choice, what’s better: Free snacks and massages, or a financial wellness program that can address the No. 1 concern of your employees — financial stress? The Aha Moment In Waiting The transformative nature of employee financial wellness is still not widely appreciated in corporate America. There hasn’t been a fundamental shift …

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Financial Wellness in a Digital Age: Actionable Ways to Engage Participants

‘Once you’ve got your tech platform sorted, you can leverage different tools like breakout rooms and whiteboards’ Implementing financial wellness programs with plan sponsors was already hard. Cue COVID-19 and the challenges have multiplied. Advisors are no longer able to gather employees around pizza in a conference room to walk them through a PowerPoint presentation. In fact, it seems like most financial wellness programs have completely ceased as a result of …

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Our Holiday Budget Planner Will Help You Play Santa Without Going Broke

Although many, many things have changed this year, it’s unlikely that the holidays will be cancelled. Whew. Consumers still say they expect to shell out an average of $880 on gifts and other holiday items like decorations this year — just $5 less than they spent in 2019, according to the National Retail Federation. But if you lost a …

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Tips for Financial Responsibility

Financial irresponsibility is easy. If you want to find ways to blow your money, the internet is absolutely filled with them. Amazon (AMZN) can help you spend thousands on gadgets you’ll neither use nor need. Late-night TV still runs infomercials based on the idea that blankets and zippers have the failure rate of a temperamental howitzer. Treat retirement …

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3 Practical Tips for Changing the Way You Think About Money

3 Practical Tips for Changing the Way You Think About Money

It’s no secret that the super-wealthy think about money in a much different way than the rest of us. Money is something they have plenty of, have seemingly little problems acquiring, and aren’t afraid to spend. From the outside looking in, it’s real easy for us to say that their mindset of wealth is a by-product of …

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7 Ways To Improve Your Financial Wellness

7 Ways To Improve Your Financial Wellness

What is financial wellness? Being rich or flushed with cash doesn’t mean you have a healthy financial wellness. But your financial wellness is very much tied in with your overall wellbeing as a human. Financial wellbeing enables people to better enjoy life in general because you don’t have the daily stress of worrying about your finances. I know, …

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