Credit Union Financial Education Network’s Post

As a high-net-worth family, you've worked hard to build your wealth. But what if you or a loved one needs long-term care? Don't let healthcare costs disrupt your financial plans! Learn how to plan for the future and how your assets could be protected with our latest blog post: https://hubs.la/Q02yTTnG0 #FinancialAdvisor #PalmBeachGarden

Discover the intriguing parallels between medicine and personal finance! Like maintaining physical health, financial well-being demands discipline, prudence, and timely actions. Each investor faces unique challenges, but having a clear plan is essential for success. This week's insight introduces a tailored financial prescription inspired by medical care. It's designed to stop financial 'bleeding', stabilise your finances, and lead you towards lasting financial health. Read 'Your Financial Prescription' at https://lnkd.in/eSWhprZX #loveiom #thorntonfs #sharonsutton #isleofman #financialplanning #businessowner #smallbusinessowner #peoplehaven #safehaven #personalfinance #FinancialWellness #MoneyManagement #FinancialPrescription

The tax code is 5,800 pages long - less than 5% of these pages are what you’re supposed to pay. The other 95% show how NOT to pay. Knowledge of how this works is one of the many ways the rich get richer. At InvestHealth, we are here to empower the healthcare community through financial literacy. If you’re interested in learning more about ways we can work together to provide financial wellness resources to your team, let’s connect 🙂 #InvestHealth #FinancialHealth #FinancialWellness #FinancialLiteracy #FinancialEducation

Webinar recording now available! If you missed Jonathan Miller's webinar, "Protect Your Financial Assets Against Future Care Costs," the recording is now available on demand. Presented by Mim Senft, CWWS GBA AAI and our friends at Motivity Care. https://shorturl.at/StRsg #CostOfCare #HealthCareCosts #FinancialPlanning

Will this January be Different for You? With the new year comes the tradition of setting New Year's resolutions. Make this January different by setting health and wellness goals, as well as financial resolutions reflecting a commitment to your families security and prosperity. Consider integrating financial goals, such as setting aside funds for emergencies and long-term savings. Connect with our team at info@targetedstrategies.com #Newyearsresolutions #Savings #Lifeinsurance

Encouraging savings, even in small amounts, can help employees build financial health, allowing them to handle unexpected expenses without crisis. Caring about employees' financial health fosters a supportive work environment where they feel valued and empowered, benefiting both the individual and the business. #Picsa #NationalSavingsMonth #FinancialHealth #BudgetingTips #SavingsHacks #LowIncomeSavings #SmartSpending #DebtManagement #BlueCollarFinances

January is an excellent month to take stock of where you are, a couple of months before the end of the tax year, gives you the chance to make sure you are maximising your allowances before they expire. Want to know more? Get in touch. #lb1858 #financialadvice #financialplanning #financialgoals #newyearnewgoals

The newest of many value-add programs our insureds can take advantage of: Lincoln WellnessPATH® gives employees personalized tools and simple action steps to help manage their financial life. See how our easy-to-use resources can help them boost financial wellness. https://lnkd.in/gWXnV2wa #financialwellness

Medical debt can be overwhelming, but it doesn’t have to define your financial future. Here’s a success story of an individual who managed to resolve their medical debt and reclaim their financial well-being. At Eastpoint Recovery Group, we empower people to navigate challenging financial situations with personalized strategies that make a difference. If you or someone you know is struggling with medical debt, we’re here to guide you through the process. Let’s work together to keep financial health intact. #DebtManagement #SuccessStory #MedicalDebt #FinancialHealth #EastpointRecoveryGroup

After the expense of December, January marks Financial Wellness Month. This month, let's focus on building a solid foundation for your financial well-being. To kickstart your journey, we recommend: 💸 Expense Check-Up: Take a close look at your expenses – identify areas where you can save and optimise. 🎯 Goal Setting: Set clear, achievable goals and targets. 📚 Knowledge is Power: Educate yourself on financial matters. The more you know, the better equipped you are to make informed decisions. 🏡 Insurance Assessment: Review your insurance coverage. Ensure it aligns with your current needs and offers the protection you deserve. 🆘 Emergency Fund: Start building that safety net. An emergency fund can be your financial superhero when unexpected challenges arise. Do you have any further tips? Share them below. 💬 #infimo #financialwellnessmonth #financialwellbeing #moneytips #financialwellness