Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. riabiz.com) First Citizens is acquiring SVB's wealth management unit. advisorperspectives.com) How “naturally occurring retirement communities” affect longevity.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Clever Girl Finance

JANUARY 22, 2024

When you’re drowning in large amounts of debt or chronic struggles with money management, working with a trained counselor is likely worth a small investment. Types of guidance you can get from budget counseling Let’s talk about some of the types of help a budget counselor might be able to offer you.

Budgeting 90

Budgeting Financial Counseling Debt Management Financial Advisor 90

Fortune Financial

JANUARY 11, 2024

For human resource (HR) managers, curating a benefits package that resonates with the workforce boosts talent attraction, enhances employee retention and fosters a thriving organizational culture. The strategic management of employee benefits is vital in creating an outstanding workplace.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Clever Girl Finance

AUGUST 15, 2022

Good communication is key to managing finances successfully with your spouse. Below are some tried and proven tactics that will bring stability and financial peace to your relationship. Be honest - how are you and your spouse doing financially? Retirement. Be open to financial counseling. Figure out debt.

Communication 94

Communication Accounting Budgeting Planning 94