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Helping veterans and military with financial planning

Nationwide Financial

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S.

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Finances In Marriage: How To Make It Work In 9 Steps

Clever Girl Finance

You'll figure out the best approach to saving, investing , and creating a solid financial plan. Be open to financial counseling. Many couples choose to set up joint accounts to simplify their finances. So at the end of the month, their paychecks come into the joint account, and expenses are paid from it.

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Transcript: Ramit Sethi

The Big Picture

He’s not like that at all, which probably accounts for a lot of his success. And like that they realize they’re on board, I can take control of my money, not let every financial company control me. Let’s talk about married couples that don’t have a joint checking account. RITHOLTZ: Right. SETHI: Really?

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How Consumer Credit Counseling Works

Clever Girl Finance

Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit. Trained and certified coaches meet with anyone who wants help to develop a financial plan to pay off debt. Educate yourself What is credit counseling? The best part?

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Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

Our team at Fortune Financial conducts interactive educational workshops for organizations and their employees. From 401(k) plans and health savings accounts (HSA) to general financial information, our experts explain how different financial tools help your business and employees secure a stable financial future.