Nationwide Financial

NOVEMBER 10, 2022

Department of Veterans Affairs aimed at making education, healthcare, life insurance, mortgages, and retirement more accessible for those who have served. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Education Benefits.

Financial Planning 52

Financial Planning Planning Education Clients 52

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. I hoped to empower and educate my clients, and show them that their dreams were possible.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

Clever Girl Finance

JANUARY 26, 2024

Articles related to credit and counseling Getting out of debt can be easier when you have help! What is consumer credit counseling and who might need it? Consumer credit counseling services offer financial education and assistance with debt management as it relates to using credit.

Debt Management 52

Debt Management Financial Counseling Budgeting Nonprofit 52

Fortune Financial

JANUARY 11, 2024

The Importance of Employee Benefits Education Life Insurance Marketing Research Association’s (LIMRA) 2022 research revealed that a robust benefits package is crucial to employee loyalty, with 63% of workers more inclined to stay with their employer due to their benefits. Let’s get into it.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Clever Girl Finance

AUGUST 15, 2022

Be open to financial counseling. They know what they want to contribute to their kids' education. Separate financial accounts. That way, things don't get too overwhelming or stressful. Remember, it's a conversation, so be sure to listen to your partner's perspective, ideas, and thoughts as well.

Communication 94

Communication Accounting Budgeting Planning 94

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.

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

The Big Picture

MAY 30, 2023

You don’t give them education, so they don’t know any, they can’t only have a skillset. And as well-meaning as financial literacy is, it’s got two problems. And the Department of Education does not set curriculum. Now, your mindset is connecting the dots between education and aspiration.

Banking 147

Banking Economics Business Planning Economy 147