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Financial Education, Literacy, or Wellness?

By |May 15th, 2015|Communicator, Financial Wellness, Psychology of Money|

There have been three terms that have been used a lot by our employees, our clients and in the general corporate environment.

Why You Need to Talk to Your Kids About Money

By |May 1st, 2015|Family Finances, Financial Planning, Guest Bloggers|

We cannot change the past, but we can learn from our mistakes and make sure our children do not make the same errors.

Put Your Financial Knowledge to the Test

By |April 28th, 2014|Financial Wellness, Money Doc, Scott|

You have a lot of options to choose from so take some time to continue to learn about the elements of personal financial planning no matter what your financial knowledge level may be and regardless of your confidence in your own money management skills.

Can Dr. Seuss Help Us With Financial Literacy Too?

By |April 24th, 2013|Financial Planning, Guest Bloggers|

To recognize the importance of financial literacy, the CFP Board has enlisted the creative genius of Dr. Seuss to help explain a few of the most essential concepts of personal finance.

Another Celebrity Bankruptcy…

By |March 29th, 2013|Communicator, Financial Wellness|

Here we go again!  Yet another celebrity has filed for bankruptcy.  Dionne Warwick owes over $10 million in accrued penalties and interest from back taxes along with other debts and this combination of debts drove her to insolvency. (Couldn’t her psychic have warned her about this???)  She has an income of $21,000 per MONTH and expenses to match plus, lots of debt on top of that! Hey, with that kind of financial track record we should send her to DC as a member of Congress. If it sounds like I’m a bit less than sympathetic here, it might be because my initial reaction is one of frustration.  Here’s why: […]

The Importance of Being Financially Independent

By |June 13th, 2012|Financial Planning, Rebel|

I received a helpline call last week that reminded me of why it is so important for all of us to be financially independent. I’m not talking about having so much money that you can do whatever you want, but rather being in a position to manage your own financial affairs if and when the need should arise. […]

Thumbs Up to the Rules of Thumb

By |November 8th, 2011|Employee Benefits, H.R. Guru|

When ordering take-out last night for my family, I used a rule of thumb that when you order Chinese food, you should ask for one entree less than the number of people in the group to avoid unwanted leftovers.  Between the four of us, we split Chicken and Broccoli, Hunan Beef, and Sesame Chicken.  Even with only 3 entrees, we each got a second helping and our dessert of fortune cookies, and there were NO leftovers.

So how can employees consider rules of thumb during open enrollment season?  […]

Roll Call: 24th Annual Benefits Forum and Expo 9/25 to 9/27

By |September 20th, 2011|Employee Benefits, Financial Wellness, H.R. Guru, Workplace Benefits, Workplace Financial Education|

Employee Benefit News’ Benefits Forum and Expo is the largest event in the nation solely dedicated to employee benefits, so are you planning on attending?  If so, you’ll be among many senior benefits professionals who will be traveling to Dallas, TX next week.  I won’t be there myself, but make sure to look for the Financial Wellness at Work track on the conference agenda, which kicks off the day on Sunday, September 25th. […]

Employee Benefits: How to Be a Cut Above the Rest

By |August 2nd, 2011|Employee Benefits, H.R. Guru, Workplace Financial Education|

I was traveling last week, cross-country, to facilitate a retirement preparedness workshop, so to fill the 2 hour layover I had at the airport, I found some interesting reading material from the Society of Human Resources Professionals (SHRM) on a report on their 2011 Employee Benefits Study.  Here are some common benefits: […]

Does a Gender Gap in Financial Literacy Really Hurt Anyone?

By |June 29th, 2011|Basic Investing, Financial Planning, Rebel|

Recently, my company released a special report on the gender gap in financial literacy.  Boy, talk about a lightening rod.  I’m always fascinated by the amount of interest this particular topic drums up, but I’m starting to see the real value in the research. […]