Unbiased Financial Workshops & Financial Planning

Corporate Financial Wellness

ARE YOU FINANCIALLY SAVVY?

Take the FREE MoneyMinute Quiz to Find Out

AS FEATURED IN

Financially Healthy Employees Are Productive Employees


  • OFFER FINANCIAL WELLNESS FOR YOUR EMPLOYEES

    • -Increase productivity & reduce absenteeism
    • -Reduce work place distractions due to financial stress
    • -Increase retirement readiness & lower your benefits cost

RECENT POSTS

Money & Dating: My SiriusXM Interview with Love Sujeiry

Love Sujeiry-SiriusXM

Last week I had the pleasure of being a guest on Love Sujeiry's show on American Latino Radio. I had a   fantastic time. We talked about the many problems that we face with money and ...Read More

Why the President’s 529 proposal Is a Terrible Idea for Parents & College Students

529-WORDCLOUD-UPDATE-604x270

Last week, President Obama delivered his State Of The Union address, which he used to highlight a number of proposals that he’d like to see implemented. Some of the proposals were good, while others (namely ...Read More

Want To Stick To Your New Year’s Resolutions? Make 12 Week Resolutions Instead

New-Year-UPDATED-604x270

Do you set resolutions every year only to give up on them by February 1st? You’re not alone. Every year, 45 percent of Americans make New Year resolutions but only 12.5 percent actually pursue them ...Read More