With the New Year right around the corner, it is time to start planning for 2011. Obviously, there are many actions to take with your finances throughout the year…
The retirement crisis facing American workers is costing employers thousands upon thousands due to employees not being able to retire. In this Question and Answer session, Liz Davidson, CEO and founder of Financial Finesse gives her insight into the crisis and how employers can prevent the financial impact with benefits and financial education that helps employees better prepare for retirement and meet their financial goals. Davidson also discusses how the company’s recent research on employees’ financial issues is showing a positive trend toward long-term planning, but that employees still need a lot of help in understanding how to reach their financial goals.
If you are like most people we work with, chances are you dedicate more hours of your year to games of chance than you do to doing things that are CERTAIN to improve your finances…
Your benefits package from your employer is worth a lot. But it’s possible you are not Getting your full Money’s Worth. Nancy Anderson, director of the Think Tank for Financial Finesse breaks down your health and retirement benefits to help you understand how to use them fully. It’s “money in your pocket” to see her on Getting Your Money’s Worth with Judith West.
Less than half a percent is a seemingly small amount. You would hardly notice it. In fact, what employee would ever ask for a 0.3% raise each year? We talked with Mark Miller, a journalist who specializes in retirement and aging, and he shared with us what he sees as the biggest immediate threat of all the proposed deficit reduction changes in Social Security…
With all the news about WikiLeaks in the media, it’s becoming more obvious to those of us in the financial education and planning industry that this new transparency has huge implications for investing…
As a hedge-fund manager in the 1990s, Liz Davidson often conducted financial planning workshops as a marketing tool to fill her pipeline with clients. She learned two things in the process. First, she saw a need that the marketplace didn’t already fulfill: providing
unbiased financial planning education to beginning and intermediate investors…
No matter how good or bad the economy is there is always someone bragging about their brilliant investment pick that doubled or tripled their money. You can’t get away from this guy fast enough at a cocktail party!
In our latest research on employee financial issues, we saw some light at the end of the recession tunnel. Employees called our Financial Helpline more about retirement than they did any other topic, making up the most calls we’ve seen on retirement planning since 2008…
What present can you give a kid that will outlast the latest must-have toy or gadget? How about some stock in the company that makes it.
You can jump-start a young person’s finances by giving him or her the gift of investing with stocks, bonds and mutual funds. Throw in some lessons on how the markets work — and the common pitfalls investors face — and you could end up giving them some financial savviness as well…
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