Category Archives: Workplace Financial Education

What is a Financial Educator?

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: Continue reading

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Posted in The Maverick, Workplace Financial Education | Tagged , , , , , | Leave a comment

Why I Gave Up My Securities Licenses

The only thing I regret now is not finding the financial wellness/financial education industry earlier in my career. Continue reading

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Posted in Communicator, Workplace Financial Education | Tagged , , , , , | Leave a comment

How I Became a Financial Educator

The great thing about working as a full-time financial educator is that we can really help people without trying to sell them something that may or may not be in their best interest. Continue reading

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My Second Career as a Financial Educator

Being a financial educator is not easy, but when you see the impact you are having on people’s lives, somehow it makes all of the hard work worth it!

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Posted in Rebel, Workplace Financial Education | Tagged , , , , , | Leave a comment

Yes, I’m A Finance Geek

I am now able to share my many years of knowledge and experience with budgeting, investing, real estate, and of course, my passion with taxes to thousands of individuals through individual consultations, webcasts, and on-site workshops, and my days are always fulfilling. Continue reading

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Posted in H.R. Guru, Workplace Financial Education | Tagged , , , , , | 1 Comment

The Life and Times of a Financial Educator

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. Continue reading

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Posted in Money Doc, Workplace Financial Education | Tagged , , , , , | Leave a comment

Chocolate Treats Aren’t Just for Easter!

Tweet 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 … Continue reading

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Posted in H.R. Guru, Workplace Financial Education | Tagged , , , , , | Leave a comment

Helpful Tips for Househunters

Tweet 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 … Continue reading

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Posted in Buying a Home, H.R. Guru, Workplace Financial Education | Tagged , , , , , | Leave a comment

Get Ready: April is Financial Literacy Month

Tweet 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 … Continue reading

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What’s the Deal with the Double D?

The cost of employer-sponsored coverage on Form W-2 doesn’t mean it’s taxable. Continue reading

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