Money Talk

NOVEMBER 24, 2021

Last week, I attended the virtual 2021 AFCPE (Association for Financial Counseling and Planning Education) Symposium for financial educators, planners, counselors, coaches, researchers, and content creators worldwide. Couples need to develop a money management process that works for both individuals.

Financial Counseling 130

Financial Counseling Banking Mining Taxes 130

Best Money Moves

MAY 10, 2022

Offer competitive, matched retirement planning options. Retirement planning is one of the most common employee benefits offered by employers, specifically a 401(k) matching plan. According to a study by SHRM and Morgan Stanley, the most important financial wellness benefit for employees was retirement planning.

401(k) 106

401(k) Employment Retirement Plan Financial Counseling 106

PeopleStrategy

MARCH 11, 2024

Examples of common financial topics include: Retirement planning Investments Debt management Household budgeting Credit management Savings Taxes Tips for Implementing Financial Wellness Programs Education is Key – Start by assessing the financial literacy levels within your workforce.

Financial Counseling 52

Financial Counseling Retirement Plan Education Finance 52

Best Money Moves

OCTOBER 7, 2021

According to a study conducted by the Department of Labor, only 40% of Americans have calculated the amount they need to save for retirement. Employers can emphasize this by using 401(k) or other retirement plans. Employers that utilize these plans are desirable to potential new hires.

401(k) 94

401(k) Retirement Plan Financial Counseling Finance 94

Empuls

FEBRUARY 26, 2024

  Employee assistance programs (EAPs) provide confidential counseling services to help employees navigate personal and work-related challenges. These programs often cover a range of issues, from stress management to financial counseling.

Employee Benefits 40

Employee Benefits Financial Counseling Healthcare Retirement Plan 40

Best Money Moves

DECEMBER 5, 2023

Financial wellness programs are expanding to include personalized financial planning, budgeting tools and educational resources. Other opportunities include student loan assistance, debt management programs, and employee assistance programs that provide financial counseling.

Employee Benefits 87

Employee Benefits PTO Financial Counseling Work From Home 87

Assurance Agency

MAY 11, 2023

Financial: Providing employees with the ability to expand their financial growth through benefits such as retirement planning, personal investment fund and financial counselling can improve mental health by relieving financial stress.

Financial Counseling 40

Financial Counseling Parental Leave Retirement Plan Employee Benefits 40