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financial wellness programs
By this time you’ve seen Christmas slowly creeping around the corner. You can see it on the displays at the end of grocery store aisles, Christmas trees planted in the center of an office building’s lobby, or your local waving mall Santa, Christmas season has arrived. However, Christmas was not always the event it is...
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Notable playwright Oscar Wilde famously wrote in his 1889 essay The Decay of Lying, that “Life imitates Art far more than Art imitates Life”. To simplify his essay, he argues that what we find in both our normal lives and thus in nature are really fabrications, an illusion learned from artists over time. Art has...
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Marriage is one of the most defining moments in a couple’s life, and like any major milestone it should not be entered into lightly. While inevitably some marriages simply do not last it is important to understand that some of those marital hurdles can be overcome with patience, compromise, and above all communication. According to...
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Its that time of year again, the leaves are changing, the weather chills, but some things, unfortunately, remain as stale as last year’s candy corn. Financial planning is a time-intensive process that can be as cumbersome and expensive as it is helpful and useful. Regardless of a financial advisor’s business model, a failure to adapt...
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Financial Wellness previous generations concerns
What is “Financial Wellness”, and how has the definition changed over time? In the 80s it was stock picking and stockbrokers, bond yields were high and the hairstyles were higher (thanks to Aqua Net). As Gordon Gecko so famously stated in the 1987 film Wall Street, “Greed, for lack of a better word, is good”....
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Financial Planner
The Wall Street Journal produced a helpful guide entitled, How to Choose a Financial Planner in which the author offers this advice: “Consider the planner’s pay structure. A planner who earns money based on commission rather than a flat, hourly rate could have an incentive to steer you in a particular direction.” In general, the...
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Financial Wellness
As a corporate leader, you understand to attract and retain top talent, you must stretch far beyond the salary you pay to key employees. You must also offer competitive benefits like retirement plans, stock awards or tailored perks. While it is essential to help employees with their retirement planning, for many retirement isn’t their highest...
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Most, if not all, companies recognize the need to attract, retain and reward key employees with financial literacy. People are the lifeblood of business. To ensure access to top talent, these companies design sophisticated compensation and benefits programs for the executive suite and other highly compensated employees. 79 percent of employees cited a competitive benefits...
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