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  1. Wellness Is More Than A Buzzword: What Employees Are Looking For (And Need) Today
    As a corporate wellness consultant and executive wellness coach, I can attest that corporate wellness has come a long way in the last two decades. Gone are the days when an organization’s commitment to the health and wellness of its employees consisted of providing health insurance, a discounted gym membership, and the
  2. What information does an employer have to give regarding a 401(k) plan?
    Any employer who offers a 401(k) retirement plan is required to provide each plan participant, free of charge, copies of the summary plan description, the summary annual report, and an annual statement of the participant's account. In addition, every participant has the legal right to request, in writing, a host of oth
  3. When Does It Make Sense to Consolidate Debt with a HELOC?
    When does it make sense to consolidate debt with a HELOC? Things to consider before consolidating your debt with a HELOC
  4. Why Employee Engagement Is a Top Priority for CEOs in the First 90 Days of 2025
    The first three months of a new year offer businesses the opportunity to grow and thrive. Read on to find out why CEOs are prioritizing employee engagement to fuel that growth
  5. Why Your 401(k) Is a Tax Trap (and What You Should Do)
    Just about every financial expert I know advises savers to contribute to their company's 401(k) plan -- at least enough to receive the employer's matching contribution. I can't argue any differently. That company match is free money -- a bonus from the boss -- so why not cash in if you can? And, of course, the tax brea
  6. 3 Habits for Building a Strong Financial Foundation in Your 20s
    If you begin saving when you're young, your financial future will be a lot more secure when it's time to retire. These habits can help you get started
  7. 3 Little-Known Risks of Using a Balance Transfer Credit Card
    A balance transfer involves moving debt from one credit card or loan to another, usually to get a lower interest rate.
  8. 3 Things That Will Give Your Business A Better Chance Of Succeeding
    Success relies on more than just a handshake. Do you want your business idea to succeed? Of course. No one creates a new company, product, or service hoping that it fails. Despite your good intentions, you might be missing a few key things that could give your venture a better chance at long-term success.
  9. 3 times you should consider refinancing your student loans, according to a financial planner
    If you have student loans, you've probably wondered whether or not you should refinance them. Maybe you've heard that's a great way to save money. Or
  10. 3 traps to avoid when getting pre-approved for a mortgage
    If you're looking to buy a home, you may have heard that it's a good idea to get a mortgage pre-approval letter before kicking off your search. That's pretty solid advice.