eMoney Advisor

DECEMBER 5, 2022

By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. 2 Rosenberg, Ph.D., Marshall B.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Clever Girl Finance

AUGUST 15, 2022

So that being said, the key ingredient to conquering finances in marriage is communication. You may have different spending habits, monthly expenses, and even communication skills when you first get married. Ways to communicate about finances in marriage. It might also be helpful to know how to communicate in a healthy way.

Communication 77

Communication Accounting Budgeting Planning 77

Clever Girl Finance

JANUARY 26, 2024

Financial Counseling Association of America Another reputable credit counseling service with available certified credit counselors is the Financial Counseling Association of America (FCAA). How DMPs work Your counselor communicates with your creditors to arrange a new payment plan.

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

Fortune Financial

JANUARY 11, 2024

Maintaining this awareness is a continuous effort; keeping all employees up-to-date with regular communication about any changes or additions to the benefits is essential. Utilize Various Communication Channels Ensure that all channels are clear and free of jargon to make them accessible to all employees.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Nationwide Financial

NOVEMBER 10, 2022

Financial scams targeting veterans. According to the Federal Communications Commission (FCC) veterans who receive calls or recorded messages from “veterans services” should be wary 9. Veteran and military clients should be made aware of potential scams aimed at collecting and potentially stealing special benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52

The Big Picture

JUNE 6, 2023

I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? What sort of advice would you give to a recent college grad who is interested in a career in either financial counseling or investing?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130