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Adviser links: spreadsheet knowledge

Abnormal Returns

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. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.

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Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

Based on the 2022 Workplace Wellness Survey , published in the Employee Benefit Research Institute (EBRI) journal, younger employees prioritize professional development opportunities, while older employees value retirement planning more. Retirement benefits are a key component of a benefits package that attracts and retains top talent.

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What Is Budget Counseling And How Does It Work?

Clever Girl Finance

The good news is there are several reputable sites where you can find a budget counseling service that can help you get back on track with your finances! Financial Counseling Association of America The Financial Counseling Association of America (FCAA) is an organization with financial counselors available to help you.

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

Clever Girl Finance

Retirement. Retiring is one of the top long-term goals for many, and early is becoming very popular. However, in order to make your retirement plans work, you will need to decide your objectives with your partner. Be open to financial counseling. However, it is not cheap! Figure out debt.