Money Talk

JUNE 22, 2023

Who is going to get what you someday leave behind in life insurance policies and/or tax-deferred retirement accounts? Beneficiary designations are important estate-planning tools and should not be overlooked to make sure your hard-earned money gets passed down to those you select to receive it.

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Money Talk

MARCH 15, 2023

An annuity is a contract between an investor and a life insurance company. Annuities are sold by insurance agents, stock brokers, and other financial advisors. What Not to Do - Annuities are generally not appropriate for qualified retirement plans such as 401(k)s or IRAs.

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Money Talk

AUGUST 24, 2023

Roth accounts and municipal bonds), and tax-deferred retirement savings accounts (e.g., traditional RIRAs and 401(k)s). Having just tax-deferred accounts that postpone taxes to the future can be an expensive “tax bomb” that explodes in later life. their health and ability to do things).

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Higginbotham

JANUARY 18, 2022

Bonuses and commissions can give annual earnings a significant boost, and various benefits can also have a major impact on your employees’ finances and wellbeing. Retirement Plans. Health Insurance. Other Insurance (Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Pet Insurance, etc.).

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HR Digest

NOVEMBER 10, 2022

These benefits include the ones that cover anything finances for employees. These plans cover the aspects of an employee’s life where solutions can be offered. These plans are often referred to as health benefits as they cover health-related issues. They serve an important purpose in the life of an employee.

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Higginbotham

NOVEMBER 2, 2023

Employers can support them by providing employee financial wellness programs that help workers manage their money and take control of their finances. Why Employers Should Care About Financial Wellness According to Capital One, 73 percent of people say their finances are a major cause of stress.

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UpstartHR

APRIL 18, 2016

One topic that we don’t often think about, yet impacts our employees heavily, is personal finance. Cost of Living Impacts In retirement, Americans fear the rising cost of living. This is according to a new study on Americans’ perceptions about inflation from Allianz Life. Average 401K account balance is just $72,000.

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