financial planning

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 →
Budgeting for Retirement
Team SummitBudgeting & Debt, Employee Financial Resource Center, Retirement PlanningComments are off for this post
There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but they are just that — guidelines, not hard and fast rules that will necessarily apply to your particular situation. Budgeting for your retirement is a bit of a guessing game however clarifying your goals and  Read More →

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