At Waterworks, we believe in supporting whole wellness—body, mind, and balance. We offered two full days of financial sessions for our associates to take part in. Topics include 401k basics, budgeting workshop, and debt & savings worksheets. Additionally, associates could sign up for personalized sessions with our advisor to tailor their financial wellness journey. #wellness #wholehealth
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When talking about defined benefit plans at a workplace, you might think about the covered employees. But have you thought about how they can be set up for the benefit of the employer? (i.e., the business owner) That’s exactly what our latest episode of Live Life Liberated is about — a defined benefit plan designed specifically for business owners, where contribution limits can exceed a million dollars in some cases! This short clip provides a quick preview of the discussion. The full interview can be found here: https://bit.ly/4a65jWI #LiveLifeLiberated #LiberatedWealth #BusinessOwners #DefinedBenefitPlans #RetirementPlans
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Does your employer offer a 401(k) plan, but you haven’t started participating? Here are the basic features of these plans to illustrate why you should strongly consider it.
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Serving Business Owners, Executives and Pre-Retirees to Build & Sustain Wealth | Director of Financial Planning and Wealth Advisor at Embark Financial Partners |
Smart 401(k) Strategies! Join us, Will Bohne, CFP® and myself, Certified Financial Planners at Embark Financial Partners, as we take a look into key plan options for your business's 401k. This week, we're revealing the top indicators to assess if your 401(k) is truly serving you and your team's needs. Perfect for entrepreneurs eager to enhance their benefits package and drive employee retention! Don't miss out on actionable insights to elevate your business's financial health. #Entrepreneurship
Smart 401k Strategies
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Hey LinkedIn! If you’re new to following me, I talk about #health and wellness, #financial planning, #retirementstrategy, #retirementfund, and #businessadvice. Let me know if you have any suggestions on what to share! ✒️
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When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
A Fruitful Retirement: Social Security Benefit
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Educator at Money Management Educators | Financial Wellness Enthusiast | Retirement and Savings Planning | Music and Nature Lover
If you are providing your employees with benefits and savings vehicles for retirement what are you doing to help them with their questions and worries? Money Management Educators is a non-profit financial wellness organization. We have over 15 different workshops on various financial topics, including topics like wills and trusts, insurance and tax strategies, budgeting, college savings and retirement planning. We do not charge a fee or sell any products. If you would like information I'm happy to set up a brief call to answer any questions you have. "If you would be wealthy, think of saving as well as getting." - Benjamin Franklin #philosophy #quoteoftheday #financialwellness #benjaminfranklin #humanresources #benefits #investments #insurance www.mmeducators.org
LET’S BUILD FINANCIALLY HEALTHY EMPLOYEES!
mmeducators.org
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💡Entrepreneur and Executive Wealth Strategy Series: Smart 401(k) Strategies!🔍📈 Join us, Christian Binger, CFP®, MBA and Will Bohne, CFP®, Certified Financial Planners at Embark Financial Partners, as we take a look into key plan options for your business's 401k. This week, we're revealing the top indicators to assess if your 401(k) is truly serving you and your team's needs. Perfect for entrepreneurs eager to enhance their benefits package and drive employee retention! Don't miss out on actionable insights to elevate your business's financial health. 🔥👨💼👩💼 #Entrepreneurship
How to Identify Opportunities to Improve Your Company's 401(k)
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Did you know the average person spends about 90,000 hours at work during their lifetime? The assets you hold as a result of your working hours—a 401k, 403b, or IRA—can make a lasting difference for the organizations close to your heart. Click the link to learn more about how the good work you did then can impact lives now—and in the years to come. https://lnkd.in/gspz_5G3
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Embracing Financial Wellness: The Power of the 50-30-20 Rule 💰 In the journey toward financial stability, the 50-30-20 rule has proven to be a game-changer for many. 🚀 Simply put, it breaks down your income into three categories: - 50% for Needs: Cover the essentials – rent, utilities, groceries. Prioritize the must-haves that keep your life running smoothly. - 30% for Wants: Treat yourself! Allocate a portion for leisure, dining out, and the things that bring joy. Balance is key to a sustainable budget. - 20% for Savings: Secure your future. Whether it's an emergency fund, investments, or retirement savings, this chunk ensures you're building a financial safety net. Adopting this rule promotes financial mindfulness, helping you live within your means while working towards future goals. 💼💡 Let's empower ourselves and others by spreading the wisdom of smart financial management! 💪✨ #FinancialWellness #SmartMoneyMoves #50_30_20Rule
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Did you know the average person spends about 90,000 hours at work during their lifetime? The assets you hold as a result of your working hours—a 401k, 403b, or IRA—can make a lasting difference for the organizations close to your heart. Click the link to learn more about how the good work you did then can impact lives now—and in the years to come. https://lnkd.in/gspz_5G3
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