63% of employees report that financial stress has increased since the start of the pandemic. This can make it difficult for them to focus on doing their best work and can result in increased absences, strained relationships with colleagues and burnout.
Financial stress is often overlooked in workplace wellness programs. The COVID-19 pandemic has put financial worries top of mind for many employees, making it a critical issue for business leaders to address.
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Specific assigned classes to problem-solve financial issues
Topics: Financial Budgeting, Student Debt, Credit and Debt, FICO Score, Net Worth, Retirement Income Gap, Medicare, Social Security, Retirement Income Planning, Buying a House, Leasing a Car, College Financing
YES! We have a Do-it-yourself or Do-it-for-you plan. But we believe everything starts with education. We can make better decisions if we have more educated on the topic.
Absolutely! We believe that everyone should have some type of plan. The first step of success is always starts with GOOD PLANNING!
Yes! This is a very big topic for impending retirees. We are educated in Social Security, Medicare and Retirement Income Planning. If you need customized assistance, please give us a call or schedule a meeting.