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You are here: Home / Archives for Financial Planning

Financial Planning For Your Employees

June 23, 2014 By Abundance Employee Benefits Leave a Comment

Financial Planning For Your Employees

Does financial planning for your employees affect your bottom line? Incredibly, the answer is yes. Personalized financial planning for your employees matters because employees who become financially positioned to purchase a home are generally more stable and productive. This is because employees who are working toward a goal like home ownership are generally more loyal, making it less likely they’ll go through your training and leave shortly after. There is an invisible link between the financial well-being of the employee and the employer. In supporting one, you support the other. There truly is a symbiotic relationship between the two. Employee benefits [More …]

Filed Under: Articles Tagged With: Financial Planning

Alter Your Self Image By Hitting A Financial Milestone

March 14, 2014 By Amadeus Nip Leave a Comment

Alter Your Self Image By Hitting A Financial Milestone

Have you ever felt really proud of helping someone achieve their goal? One of my most fulfilling accomplishments is helping my personal friend save her first $10,000. This may not sound like a huge amount of money for some people, however, the truth is, we all have to start somewhere. But the long term benefit is that you alter your self image by hitting a financial milestone. When my client and I started working together, saving $10,000 was not even in her consciousness. However, as we set the savings plan in place, and gradually increased it as she received raises [More …]

Filed Under: Articles Tagged With: Financial Planning

6 Important Questions To Ask Yourself Each Year

January 2, 2014 By Amadeus Nip Leave a Comment

6 Important Questions To Ask Yourself Each Year

It is always a good idea to do a financial check-in every 12 months. Without a financial check-in, we leave ourselves vulnerable to the winds of change, drifting aimlessly away from our financial goals. One small change in our situation can have a drastic long term impact on us. In regards to your employee benefits plan, insurance coverage and financial planning, here are 6 important questions to ask yourself each year. If you answer “YES” to any of these questions, please email us back and let us know. For the first four questions you may also want to let your plan [More …]

Filed Under: Articles Tagged With: Financial Planning

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