Financial Wellness @ Work

Should an Employee Buy Life Insurance with Their Retirement Plan?

I recently got a call from an employee who wanted to know if it made sense to use some of his retirement plan funds to purchase a life insurance policy.  My answer to him?  “Let’s walk through the pros and cons.” Read more

Financial Finesse’s unbiased financial planning blog wins Gold for "Blog of the Year" in the 2014 Best in Biz Awards!