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Fifteen Minute Financial Advisor

Jul 30, 2019

There are more than 30 million small businesses in the US. Almost 50% of workers in the US work for small businesses, but sometimes these businesses don't have retirement plans. This week we explore a few of the common accounts for businesses with one or just a few employees. 

 

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Jul 23, 2019

When you made goals for the year in January, or even December of last year, are you as far along toward achieving them as you had hoped? Recalibrating your goals at the midpoint in the year might help you achieve more in a shorter period of time.

 

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Jul 16, 2019

After three weeks of employee financial wellness talk, we finally cover actions you can take to put yourself in control. Things like scheduling time with yourself or your employer putting together a "financial wellness day" for employees. If you have any tips, tricks, hacks or thoughts, send them my way!

 

Questions?...


Jul 9, 2019

Our continued dive into employee financial wellness brings us to retirement and estate planning support provided by employers. While there's not much on the estate side, many companies do offer some form of retirement savings vehicles like 401(k) plans. We look at more stats from the PwC survey and talk about...


Jul 2, 2019

Knowing the difference between types of health plans offered by your employer is important. What's even more important is knowing how to take advantage of those benefits in a way that best fits your long-term financial goals. This week, we continue to explore the PwC survey on employee financial wellness with a...