financial planning

Time for a Financial Checkup
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals. Account for Changes in Your Personal Life Have there been any changes this past year with your family, personal, or financial life? If life changes have occurred, you may want  Read More →
Generational Influences and Behavioral Finance
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
Understanding generational attitudes toward investing and the cognitive biases is critical toward helping employees prepare for their financial future. The inherent generational biases and attitudes could lead participants astray, so understanding these differences becomes key to helping employees of all ages improve their financial wellness and prepare for a secure and successful retirement. Boomers Baby  Read More →
Preparing for What’s Next: Entering the Workforce [CHECKLIST]
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
Whether you are a recent college graduate in your first full-time position or have children heading into the professional workforce, it’s important to address some of the financial unknowns. Entering the workforce is a big transition. This might be the first time you (or your children) will be fully responsible for managing finances and making  Read More →

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