Category: Job Transitions, Compensation Programs and Other Employer Benefits
Notepad with checklist on table

Five Questions to Help You Assess and Optimize Your Fiscal Health for 2020

November 14, 2019

Thomas Moyer, CFP®

It may be hard to believe, but 2019 is coming to a close. With just a few weeks left in the year, now is a great time to look back on the past 12 months, assess where you are today, and start planning for the future -...

Checklist on a desk

Enjoy Your Summer… After You Review This Mid-Year Checklist

July 1, 2019

Thomas Moyer, CFP®

We’ve officially hit the mid-year mark! As you begin making your 4th of July barbeque plans or vacation preparations, we encourage you to put aside a little time to examine your current financial picture so you can...

Business people shaking hands

How to Talk with Your Employees About Financial Wellness

December 13, 2018

Nick Spagnoletti, Jr., CFP®

On average, for every dollar spent on payroll,1 companies in the United States spend 43 cents on benefits in order to offer their employees: Health, life, and disability insurance, performance bonuses, profit sharing,

Person with pen looking at numbers, charts and graphs

Incorporating Company Stock into Your Overall Financial Strategy

December 4, 2018

MACRO Consulting Group

Many publicly traded companies offer employee benefits programs that provide their workers and executives with exposure to company stock through various channels, such as bonuses tied to performance, discounted...

Person writing a checklist on a notebook

Prepare for a Happy New Year by Reviewing This Year-End Checklist

November 15, 2018

Thomas Moyer, CFP®

Before you know it, you’ll be gathering with family and friends to celebrate the holidays. Amid the shopping and preparations, it’s important to stop and take stock of your financial position heading into the new...

Person using calculator and looking at paperwork

Don’t Let a Lost Job Turn into Lost Financial Opportunities

March 20, 2018

Nick Spagnoletti, Jr., CFP®

If you’ve recently been “involuntarily separated” from your job (or perhaps you left voluntarily), you are not alone. In the last five months of 2017, an average of 1.7 million U.S. workers per month found...

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