Finance Financial Counseling Taxes 
Money Talk
AUGUST 22, 2024
As I noted last week , I slowly made my way since last December through over a dozen video recordings of presentations made at the 2023 Association for Financial Counseling and Planning Education (AFCPE) Symposium. It does not endorse specific products or services and should not be construed as legal or financial advice.
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. A tip to increase savings is to name your savings accounts for a specific purpose.
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Money Talk
AUGUST 15, 2024
One of the great features of the annual Association for Financial Counseling and Planning Education (AFCPE) Symposium is that AFCPE now makes video recordings of all of the breakout sessions and makes them available to attendees for a year. Not enough supporting medical evidence, 2. Failure to attend a scheduled medical exam, and 3.
Best Money Moves
MAY 10, 2022
The additional financial security that employees feel when their retirement needs are taken care of can help reduce stress and improve office morale. However, the money added to the accounts does not have to stay in the account long-term and the cash taken from employee’s paychecks is taxed as income. Allow flexible time-off policies.
Flimp Communications
MARCH 4, 2020
There are five basic contributors to financial wellness. Financial counseling , especially from professionals, can help people understand and manage the first two. What employers offer for insurance and benefits packages is crucial for long-term financial wellness as retirement accounts and employer contributions come into play.
Flimp Communications
DECEMBER 19, 2024
Nevertheless, most people feel pessimistic about the economy in general and their own finances in particular. Unfortunately, nearly everyone is currently experiencing some level of financial anxiety. According to a recent survey by Capital One and The Decision Lab : 77% of Americans say they are anxious about their financial situation.
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.
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