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Planning for retirement can feel challenging when you’re not currently earning an income, but being a homemaker or a non-earning spouse doesn’t mean you have to put your retirement on hold. In fact, there are plenty of opportunities to build a solid financial future with the right strategies in place.
In this week’s episode, Dan and Leah explore the difference between perceived financial wellness solutions and authentic, effective strategies that contribute to employee retention. While many companies offer wellness solutions as part of their benefits package, not all of these initiatives are equally impactful. Dan and Leah discuss the importance of a well-structured financial wellness program and how it can improve employee satisfaction, engagement, and loyalty.
Are you working in public service and feeling weighed down by student loans? The Public Service Loan Forgiveness (PSLF) program could be the answer you've been searching for to reach financial freedom. In this post, we'll break down everything you need to know about PSLF, including eligibility requirements, steps to qualify, and common pitfalls to avoid.
In this video, we’re diving into Irrevocable Life Insurance Trusts (ILITs)—a powerful estate planning tool designed to reduce estate taxes, avoid probate, and protect your loved ones. We’ll walk through what an ILIT is, how it works, key benefits, and important things to consider before setting one up. Whether you’re planning for future generations or simply exploring estate planning options, this guide will help you better understand ILITs and how they can fit into your financial plan!
Looking to save on healthcare or dependent care expenses? Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), and Dependent Care FSAs offer great tax advantages, but each account has its own rules and benefits.
In this week's video, Dan and Leah dive into the complexities of making financial decisions during life's vulnerable moments. They share the story of a recent widow suddenly faced with an overwhelming number of choices, all while receiving advice from multiple people, each with different viewpoints. Feeling lost and unsure who to trust, she needed guidance to find her footing.