Tags » Financial Well-being

In the Blink of an Eye, She Was Gone

Several years ago, I asked a client, “If your wife died today, can you afford someone to help you take care of your three kids?” 248 more words

What's your financial capability?

According to the National Financial Capability Study, key components of financial capability include making ends meet, planning ahead, managing financial products, and financial knowledge and decision making… 39 more words


10 Ways I Am Striving to Reach Financial Independence

Here is a quick list of 10 things that my husband and I do in order to get closer to FIRE (financial independence retire early): 212 more words


Financial well-being is a system and not a get-rich-quick strategy

I’m reading two books on managing money. The first, All Your Worth: The Ultimate Lifetime Money Plan, written by mother-daughter duo Senator Elizabeth Warren and Amelia Warren Tyagi, is about finding balance in your money life as that leads to emotional peace and financial well-being. 48 more words

Expense Account

Issue 3, May 2016

Capital Brief Update

Our new capital brief discusses topics relevant to your clients’ employee health plans. This edition’s topics include:


Why Nobody Cares About YOUR Finances

In my church, we receive “callings,” and then we perform our duties relating to that calling until we are “released.” Some callings are on a “stake” level that involves visiting and being a part of all the congregations that make up the stake. 480 more words


Career Money Life's Advisory Board Chair, Peter Promnitz shares his thoughts on career success.

The Australia wrote:

Australian Unity chairman Peter Promnitz says it’s passion you should look for in your career — take on a role you feel you can make a difference in. 144 more words