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1. Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
   As we approach the midway point of the year, now’s a great time to reflect on your finances and ensure you’re making the most of your workplace benefits.
2. Using A Solo 401(k) For The Soon-To-Retire Entrepreneur
   The Roth IRA Peter Thiel used to amass billions in tax-free dollars has renewed interest in using tax-advantaged retirement plans as a means for accumulating wealth. What hangs up entrepreneurs is they don’t want to set aside wealth only to have it be taxed away. Whether you think of this as greed or good business, tax
3. Wellness Is More Than A Buzzword: What Employees Are Looking For (And Need) Today
   As a corporate wellness consultant and executive wellness coach, I can attest that corporate wellness has come a long way in the last two decades. Gone are the days when an organization’s commitment to the health and wellness of its employees consisted of providing health insurance, a discounted gym membership, and the
4. What information does an employer have to give regarding a 401(k) plan?
   Any employer who offers a 401(k) retirement plan is required to provide each plan participant, free of charge, copies of the summary plan description, the summary annual report, and an annual statement of the participant's account. In addition, every participant has the legal right to request, in writing, a host of oth
5. When Does It Make Sense to Consolidate Debt with a HELOC?
   When does it make sense to consolidate debt with a HELOC? Things to consider before consolidating your debt with a HELOC
6. Why Employee Engagement Is a Top Priority for CEOs in the First 90 Days of 2025
   The first three months of a new year offer businesses the opportunity to grow and thrive. Read on to find out why CEOs are prioritizing employee engagement to fuel that growth
7. Why Your 401(k) Is a Tax Trap (and What You Should Do)
   Just about every financial expert I know advises savers to contribute to their company's 401(k) plan -- at least enough to receive the employer's matching contribution. I can't argue any differently. That company match is free money -- a bonus from the boss -- so why not cash in if you can? And, of course, the tax brea
8. 3 steps to greater FSA/HSA participation
   The rapid spread of COVID-19 has emerged as one of the biggest health crises of our time, with plenty of uncertainty still to come. In response, many American families have turned to self-funded health care benefits like flexible spending accounts (FSAs) and health savings accounts (HSAs) to purchase over-the-counter m
9. 5 Things You Need to Know About Health Savings Accounts
   With healthcare growing more expensive by the minute, many working Americans and retirees alike are grappling with costly medical bills.
10. Here’s What Couples Need to Know About Merging Finances
    Personal finances embody deeply rooted emotional characteristics that shape one’s behavior toward their money. It’s important to remember that when sharing finances with a significant other, it’s not a one-size-fits all kind of deal. Individual emotions, trauma and beliefs around money will differ from person-to-person