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E.g., 06/05/2021
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As you’ve probably noticed, financial wellness is all the rage. According to one survey, about 90 percent of large and mid-sized companies are now offering financial wellness programs as an employee benefit. But what exactly is “financial wellness,” and are you financially well?
  | Financial Decisions

From pride to fabulous: LGBT financial priorities

While many in the LGBTQ+ community do extremely well for themselves, a large number struggle for basic things like housing and food. Wherever you stand – it is important to be proactive and take steps to make smarter financial decisions.
  | Financial Decisions

Designate or update your beneficiar(ies) today

Nothing says ‘I love you’ more than asking your loved one to be my bene this Valentine’s Day. Bene is Latin for good or well. Do something good for them. When you designate or update your financial beneficiary, the one who will receive your assets after you pass on, you are essentially giving the beneficial gift of well being and that is priceless.

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