by Pete Dunn | May 13, 2019 | Retirement & Investing |
I’m 27 with a solid job, a car payment, and some credit card debt. Every purchase I make, I now ask myself if it is necessary or will it make getting out of debt more difficult. My girlfriend of a year is also on board with this and has also made a commitment to save...
by Jasmin | Apr 19, 2019 | Retirement & Investing |
This has been quite the year with my health. I’m in the middle of settling a lawsuit from a car accident so those will all be taken care of at some point. My question is this…I got a double whammy and had to replace the furnace and AC in January....
by Jasmin | Mar 21, 2019 | Budgeting, Housing, Retirement & Investing |
I just turned 54 and will likely pay off my home in just over 2 years if I continue to make the regular payments. I could pay off the balance ($34k) today, but that would take most of my savings. What are your thoughts on the best course of action? I have always...
by Jasmin | Jan 21, 2019 | Retirement & Investing |
The following is an anonymous question submitted to Your Money Line and was answered by one of our highly-trained Financial Concierges. All identifying information has been removed. I am overwhelmed with student debt. When I first started college, I had a hard time...
by Jasmin | Jan 21, 2019 | Retirement & Investing |
The following is an anonymous question submitted to Your Money Line and was answered by one of our highly-trained Financial Concierges. All identifying information has been removed. Hello, Let me start with the statement that money scares me. It scares me in the way...
by Damian Dunn | Jan 21, 2019 | Retirement & Investing |
The following is an anonymous question submitted to Your Money Line and was answered by one of our highly-trained Financial Concierges. All identifying information has been removed. “I’m trying to save for graduate school, and am wondering if my current...
by Jasmin | Oct 19, 2018 | Retirement & Investing |
Focusing too hard on 401k education can definitely kill your employees’ morale, and make them resent you in a roundabout way. It’s kind of complicated. Yes, a 401k is a necessary program that all employees seek and most employers offer. It’s a symbol of the...
by Jasmin | Oct 18, 2018 | Retirement & Investing |
Financial workshops in the workplace can be awful. In fact, more often than not, they are awful. They’re boring, inefficient and counterproductive. No one’s to blame really—not the employer nor the participating employees. The intentions are usually great; it’s the...
by Jasmin | Oct 18, 2018 | Retirement & Investing |
Financial wellness is a commitment—on the part of both the employer and the employee. When it’s done correctly, financial wellness programming is 1) holistic, addressing every facet of the financial decision-making process; 2) comprehensive (includes year-round...
by Jasmin | Oct 10, 2018 | Retirement & Investing |
Something unfortunate has happened to Financial Wellness in the workplace, even though it’s merely an infant in the world of workplace benefits. Financial wellness has become a shell game. Benefits companies and financial planning companies are now using the...
