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.

Financial Counseling 182

Financial Counseling Finance Medical Education 182

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.

Financial Counseling 182

Financial Counseling Education Finance Deductions 182

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.

Financial Counseling 130

Financial Counseling Banking Mining Taxes 130

Flimp Communications

OCTOBER 25, 2024

Will I get hit with a huge tax bill?” “How Nearly two-thirds of Americans don’t think their finances will improve this year , and three-quarters are anxious about their financial situation. There are many ways to promote financial wellness in the workplace , such as offering free financial counseling or access to budgeting apps.

roth 401(k) 52

roth 401(k) 401(k) Flexible Spending Account Taxes 52

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.

401(k) 111

401(k) Employment Retirement Plan Financial Counseling 111

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.

Financial Counseling 52

Financial Counseling Retirement Plan Education Finance 52

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.

401(k) 81

401(k) Financial Counseling Benefits Package Finance 81