Money Talk

NOVEMBER 24, 2021

Last week, I attended the virtual 2021 AFCPE (Association for Financial Counseling and Planning Education) Symposium for financial educators, planners, counselors, coaches, researchers, and content creators worldwide. Couples need to develop a money management process that works for both individuals.

Financial Counseling 130

Financial Counseling Banking Mining Taxes 130

Hppy

SEPTEMBER 6, 2024

This encompasses both work-related benefits such as understanding how to maximize employer contributions into their 401(k)s or choosing the right investment options when it comes to their pension plans as well as learning how to manage their personal finances in more efficient and effective ways.

401(k) 41

401(k) Finance Financial Counseling Retirement Plan 41

Best Money Moves

MAY 10, 2022

Offer competitive, matched retirement planning options. Retirement planning is one of the most common employee benefits offered by employers, specifically a 401(k) matching plan. According to a study by SHRM and Morgan Stanley, the most important financial wellness benefit for employees was retirement planning.

401(k) 111

401(k) Employment Retirement Plan Financial Counseling 111

HR Lineup

SEPTEMBER 29, 2023

It provides a range of features and tools that enable users to track their financial goals, budgets, investments, and overall financial well-being. This software can be used by individuals seeking to improve their personal finances or by employers looking to support the financial wellness of their employees.

Software 130

Software Retirement Plan Financial Counseling Education 130

Best Money Moves

OCTOBER 7, 2021

Consider these 5 suggestions for bringing financial wellness to your workforce in 2022, as well as why these steps are good for employers as well as employees. According to a 2021 Capital One CreditWise survey , 73 percent of Americans rank their finances as the most significant source of stress in their life.

401(k) 98

401(k) Retirement Plan Financial Counseling Finance 98

Abel HR

NOVEMBER 5, 2024

Financial Wellness Programs Financial stress can significantly impact an employee’s performance and satisfaction. Paid Time Off and Parental Leave Generous paid time off (PTO) policies and parental leave options are highly valued perks.

Employee Retention 52

Employee Retention Parental Leave PTO Financial Counseling 52

PeopleStrategy

MARCH 11, 2024

Understanding the Financial Literacy Gap Financial literacy is an area often overlooked in traditional education, leaving many employees grappling with the complexities of investments, stock markets, let alone basic savings accounts and emergency funds. There a number of programs HR can spearhead to bring employees up to speed.

Financial Counseling 52

Financial Counseling Retirement Plan Education Finance 52