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News on the Street
In regards to COVID, as a financial coach, I am often asked “Paula, what’s the news on the street? What are the concerns that you hear, and as a financial professional, how can I help?” As with past pandemics, we have high confidence that science will prevail. Until...
Financial Education for Females
Women remain at a disadvantage when it comes to retirement savings due to the unique circumstances they face throughout their lifetime. These circumstances could include women outlasting their male partner1, being a primary caregiver2, and having a higher health...
Asking the Right Questions
At Financial Fitness for Life, we work across the board with a broad spectrum of clients from many different industries. One of the main points of concern that all employees relay to us is that they do not feel adequately prepared for retirement. The ongoing situation...
Compounding and Exponential Growth
The year 2020 has been an interesting one. What started off business as usual took a turn for the unexpected beginning in March. COVID-19 began with a few cases here, there, then it grew exponentially into a full-scale pandemic. How many people could have predicted...
The Critical Pandemic Conversation Advisors Need to Have with Plan Sponsors—What, Why, and How
By Glenn Spencer, CEO, Prime Capital Investment AdvisorsFinancial wellness has been one of the most frequently discussed topics in the retirement plan consulting and the advisory world, referenced daily within the industry as well as in local and national...
Helping Employers Help Employees in this New Normal Part Four
Part Four-What’s on Your Menu? How to Choose a Financial Wellness Solution By Christian Mango, AIFA, President, Financial Fitness for Life Financial wellness solutions have rapidly become popular with employers, who typically look to the retirement plan advisor to...
Helping Employers Help Employees in the New Economy Part Three
Part three-The Role of Retirement Plan Advisors in the Post-Covid New Normal By Christian Mango, AIFA, President, Financial Fitness for Life As we explored in parts one and two, COVID-19 has fundamentally changed the relationship between employer and employee....
Helping Employers Help Employees in this New Normal Part Two
Part Two-How Businesses Can Help Their Employees Navigate a Permanently Changed Economy By Christian Mango, AIFA, President, Financial Fitness for Life As we explored in Part One, the impact that employee financial stress has had on lost productivity from...
Helping Employers Help Employees in this New Normal Part One
Part I-COVID-19 and the Changing Relationship Between Employers and Employees. By Christian Mango, AIFA, President, Financial Fitness for Life As employers respond to the current COVID-19 pandemic, a critical component will be planning for the economic recovery in the...
The Right Financial Wellness Conversations in the Retirement Plan Selling Season
As September flows into October, we shift from summer marketing into the fall selling season with the goal of a January 1st conversion date. But things may be different this year. The impact of COVID-19 is forcing retirement plans and US employers and employees to...
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