Tag Archives: syndicated
Benefits Planning: Employee Misconceptions
Over the past several months, I have observed quite a few common misconceptions that employees have voiced while we discussed their financial situation during a worksite financial coaching session. The first, and most surprising, is how unaware employees are regarding how their benefits compare to other companies, and that many think that the grass would [...]
Retirement Preparedness: What Employees Need to Know About Investing
There is information that is nice to know and information that you need to know but what you really need to know is — the difference. For example, my husband is a history buff with an avid interest in politics. When we have friends over and we are discussing politics or world affairs, he often [...]
Why Financial Knowledge Isn’t Enough
I was reviewing my notes on the last 10 people that I have talked to about debt levels that they feel are overwhelming enough for them to contemplate filing bankruptcy. Along with having high levels of debt, there is something else each of these 10 individuals have in common. Knowledge. They all knew that they [...]
I’m Thinking the Real Estate Market is Due for a Strong Turnaround. Should I Buy Investment Property?
I get this question all the time over the Financial Helpline and in one-on-ones with the employees we work with. I also hear it regularly from friends who want to know my perspective on this as a financial planner. What is interesting about this question is that the answer, surprisingly, has very little to do [...]
