Financial Wellness @ Work

What is a Financial Educator?

A few weeks ago, I wrote about my journey towards a career in financial education. But now whenever people ask me what I do, I always prepare for a longer conversation than if I were to say I’m a lawyer or I work for Google. If I say I’m a financial planner, people assume I’m selling something. If I say I’m a financial educator, people assume I teach at a school or university. To understand financial education, let’s take a look at how it relates to financial media, sales, and advice since I have some experience with each of them:  Read more

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Why I Gave Up My Securities Licenses

One of the things I wrestled with prior to making the decision to join Financial Finesse was the fact that they wanted, no….REQUIRED, that I give up my securities licenses. I had studied HARD to pass the Series 7, 63, 65, 24, 8, and 31 at various points along my path. I had to give serious thought to this particular decision.  Read more

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How I Became a Financial Educator

For the past week, each of us has been writing about our careers as financial educators and how we got here. My interest in personal finance started at a really young age when my father, who was a stockbroker at the time, gave me the “Dean Witter Guide to Personal Investing” in the 4th grade and I actually read it. (Linda, you’re not the only finance geek.) I can’t say that I understood all of it but I got the importance of saving as much of my measly allowance as I could and starting the magic of compound interest as early as possible.  Read more

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My Second Career as a Financial Educator

If you would have told me in 1994 that I could make a living helping people with their finances without the pressure to sell financial products, I would have thought you were joking. Back then, there was a certain esteem associated with financial professionals, and as the stock market began to rise to records levels, the idea of NOT being an investment sales professional seemed silly. So attractive was the prospect of being successful as a financial advisor that I left my first job as a 401(k) enroller after six years to pursue a life as a personal financial advisor. Read more

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Yes, I’m A Finance Geek

I’ve just returned from a girl’s weekend vacation with a group of 5 friends who I have known for ages, a few going back as far as elementary school.  Now we share pictures of grandkids who are about the same age as when some of us first met. Since I’m the number cruncher, I got the task of tallying up the tip and dividing the bill when we went out for a meal, and when the conversation turned to buying new homes or college costs, I was always asked to weigh in with my “professional opinion.”   Read more

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The Life and Times of a Financial Educator

The week of October 7-13 marks the 12th annual Financial Planning Week that was designed by the Financial Planning Association to create awareness of the importance of having a personal financial plan.  In the spirit of promoting a profession that we love, the Resident Financial Planners at Financial Finesse will be writing about our experiences providing workplace financial education. Read more

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Chocolate Treats Aren’t Just for Easter!

You can never get too much chocolate and the International Foundation of Employee Benefit Plans (IFEBP) can help feed your sweet tooth when you check out their ACA supply kit, available for next week’s National Employee Benefits Day.  Not only does the kit include chocolate treats, but also a talking stress ball and worksheets and fact sheets to implement and celebrate the day. Read more

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Helpful Tips for Househunters

Thursday is the first day of spring, which means daffodils in bloom, Easter egg hunts, and new homebuyers coming out of hibernation.  For employees considering a home purchase this spring househunting season, their decision could be the best or worst thing for their financial future.  Your workforce may have opportunities to learn about the housing market by working with a local real estate agent or mortgage lender, but these professionals have an ultimate agenda to seal the deal. Employees can benefit from an unbiased workshop on the ABCs of real estate to help them make one of their biggest buying decisions. Helping your employees find their dream home can also benefit the company by encouraging a more stable, less transient workforce.  Here are some of the topics that should be covered: Read more

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Get Ready: April is Financial Literacy Month

I always like an excuse to plan a party or event, so here’s a good reason to plan something for your workforce during the month of April. Financial Literacy Month actually evolved from Financial Literacy Day, first introduced by the National Endowment for Financial Education (NEFE) more than a decade ago, who then turned Financial Literacy Day over to the national Jump$tart Coalition for Personal Financial Literacy, which expanded the day into Financial Literacy Month.  During the month, schools and employers are encouraged to focus on financial literacy initiatives.   Read more

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What’s the Deal with the Double D?

Have you had any of your employees question you about the DD in box 12 of their W-2?  No, it’s not a battery style or bra size but a new requirement for W-2 reporting as a result of the Affordable Care Act.  Effective with 2012 W-2 forms, employers with more than 250 employees are required to report the cost of employer-sponsored health coverage, and have the option of reporting the cost of a group dental or vision plan.   Read more

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