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    1. The significance of financial wellness benefits for employees in a COVID-19 world
      For many employees, the COVID-19 pandemic has revealed how fragile their financial security is. A recent survey from the National Endowment for Financial Education found that nearly 9 in 10 (88%) Americans said that the COVID-19 crisis is causing stress on their personal finances. For employees, the pandemic has not on
    2. 2 Ways The 199A Deduction Has Changed Retirement Planning
      Small business owners and self-employed folks doing their 2018 taxes could be in for a surprise: the new tax law may have changed the way they should use retirement accounts.
    3. 4 Key Dates Student Loan Borrowers Should Know in 2024
      This article is part of Money’s new-year checklist — a 10-step guide to crushing your financial goals in 2024 (and beyond). For expert tips on how to
    4. 4 Steps To Turn Makeshift Digital Transformation Into Long-Term Success
      Co-authored with Nikolaus Obwegeser and Benjamin MüllerMakeshift digital home officegettyWhile many companies were reportedly undergoing some form of digital transformation before COVID-19, it seems they were not far enough along their journey to respond effectively. At the outset of the pandemic, companies scrambled t
    5. 5 Keys To Retaining Millennial Employees, The ‘Job-Hopper’ Generation
      Millennials (born 1980-2000) can get a bad wrap for being unloyal. In fact, half of Millennials are actively seeking a new job, or are ready to make a change. This characteristic has historically given off the perception that they aren’t committed to their work. It’s quite the contrary. First of all, their job hopping
    6. 5 Moves CFOs Can Make Now To Build A Strong Team For A Recovery
      Building a strong team for recoverygettyMany CFOs made gut-wrenching decisions in 2020 to help their company navigate epic disruption. As it became clear just how dire the Covid-19 pandemic would be, these executives also moved quickly to rethink how their finance team operates and how it’s staffed. Now, they’re taking
    7. Estate planning is an important strategy for arranging financial affairs and protecting heirs — here are 5 reasons why everyone needs an estate plan
      Summary List PlacementWhen you hear the word "estate," you might think of mansions, huge stock portfolios, art and antiques, and other pricey possessions like cars, yachts, and fine jewelry. The things high-net-worth individuals, especially elderly ones, own and leave behind them after they die. But estate planning isn
    8. 5 Simple Ways To Prepare Your Personal Finances For A Recession
      Last fall, recession fears were running high. It was hard to escape the conversation; predictions for the next big crash flew all over the media while clients, friends, acquaintances, and others constantly asked the team at my financial planing firm if a recession was really about to happen. Our answer to that question
    9. 5 Ways To Make a Business Case for Virtual Reality in Healthcare
      There were roughly 90 first-year medical students that had gathered in the lab. The instructor was about to take them through their first dissection
    10. 5 Ways to Squeeze Every Penny Out of Your 401(k)
      Used well throughout your career, your 401(k) plan can help you reach millionaire status by the time you retire. If you really put your mind to it and effort behind it, you might even be able to blow past that level. The thing is, though, that while the basic concept behind the 401(k) is simple, getting the absolute mo