Financial Wellness Month

Financial Wellness Month

As a new year begins, many of your employees are thinking about life goals. That makes January’s Financial Wellness Month a great time to introduce them to the concept of behavior change as the way to take control of their money. Real change can’t be...
Feelings and Money

Feelings and Money

Behavioral Finance 101                Lesson # 1 – Any time money is involved, emotions are likely to be involved....
Funding Retirement or College??

Funding Retirement or College??

Should a person save for college and then retirement or save for retirement and then college? How should we prioritize our dollars? Is there a right answer? I thought the answer to this question was easy, or intuitive, or obvious…but I’ve met so many people...
The Rule of 70

The Rule of 70

Retirement is not an age.  Retirement is not a number. Retirement is a percentage.  A common misperception is that retirement is like a destination, a station along the track, a target for our journey. If only it were that simple! Retirement is not a...