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    1. 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
    2. 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
    3. 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
    4. 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
    5. Financial Security vs Financial Freedom: What's the Difference?
      Having the ability to pivot without worrying about financial support is where financial security becomes financial freedom.
    6. One Simple Tip for Planning the Three Stages of Retirement
      Planning for retirement takes hard work. Here's why taking a targeted approach cam help ensure a financially comfortable retirement
    7. Three Ways Business Owners Can Evaluate Financial Risk
      Financial risk can come in many forms. It could be an outside party that gains access to your bank account or a lawsuit that could bankrupt your
    8. 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
    9. You’ll make multiple decisions as you embark on
      You’ll make multiple decisions as you embark on your financial journey, and choosing the right credit card is one of the most crucial.   After
    10. The 5 Biggest Tax Breaks for Parents in 2022
      When my children were young, I remember hearing statistics regarding how much it costs to raise a child from birth to age 18.