Use savings to pay off credit card: teaching employees how pay off debt

Getting a handle on personal debt is one of the most important steps an individual can take on the pathway to cultivating financial wellness. 

Understanding the difference between spending money and saving money

The qualities which distinguish spending habits and saving habits are more nuanced than they may initially seem when it comes to personal finance.

Sinking Fund Categories to Help Employees Save

Saving money is way easier than it seems. The problem is that most financially illiterate employees don’t know how to save – and there are so many things to save for in life, from retirement, to a big purchase like a new vehicle, to a really, really rainy day. 

What is a nonqualified account?

Why life insurance policies are an act of love

Helping Employees Develop a Budget