Remove Communication Remove Financial Counseling Remove Taxes
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Conflict Resolution in Financial Planning

eMoney Advisor

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.

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Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Utilize Various Communication Channels Ensure that all channels are clear and free of jargon to make them accessible to all employees.

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How Consumer Credit Counseling Works

Clever Girl Finance

If applicable, your counselor might suggest that you enroll in housing counseling or foreclosure prevention counseling. There, you can learn about better budgeting , mortgages, taxes, and more related to homeownership. Lastly, if student loans are a factor, look into student loan counseling.

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Helping veterans and military with financial planning

Nationwide Financial

Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. There are also tax benefits that military members can take advantage of. Financial scams targeting veterans. Nationwide and its representatives do not give legal or tax advice.

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Transcript: Ramit Sethi

The Big Picture

SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. RITHOLTZ: Right. How do you suddenly get a Netflix series? SETHI: They reached out to me. RITHOLTZ: Right.