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Gauging value of financial wellness plans a struggle

Financial wellness programs are growing in popularity, but measuring their value and getting employees to participate remain major challenges. A Prudential Financial Inc. survey of 777 employers in 2017 found 83% of employers [...]

By | 2018-09-12T03:07:01+00:00 September 11th, 2018|Categories: Financial Training|Tags: , , |Comments Off on Gauging value of financial wellness plans a struggle

8 great financial lessons I learned from my father

My father emigrated from Taiwan in the 1960s with only $17 to his name and the clothes on his back. Though he was poor in a material and financial sense, [...]

By | 2018-06-18T11:03:21+00:00 June 20th, 2018|Categories: Financial Training|Tags: , , , |Comments Off on 8 great financial lessons I learned from my father

Here’s how long it will take Americans to pay off their Christmas debt

In the days after Christmas, Americans can be found taking down the tree, cleaning up wrapping paper, and perhaps surveying the financial wreckage of another holiday season. Shoppers in the [...]

By | 2017-12-29T19:13:47+00:00 December 29th, 2017|Categories: Financial Training|Tags: , , , |Comments Off on Here’s how long it will take Americans to pay off their Christmas debt

Financial Education Needed to Improve Outcomes for Employees in 401(k) Plans

Many companies encourage their employees to participate in 401(k) plans and, even though the participation rate may be high, the plan may not be fulfilling its purpose. The ultimate [...]

By | 2017-05-23T11:18:56+00:00 December 30th, 2016|Categories: Current Articles, Financial Training|1 Comment

Impact of Finances 50+ Training Classes on Individuals’ Financial Behaviors

AARP Foundation, in collaboration with the Charles and Helen Schwab Foundation, designed and disseminated a financial capability curriculum targeted to the 50+ age group. Approximately 2,775 people participated in these classes in 2012 and 2013.

By | 2017-05-23T11:19:40+00:00 August 11th, 2016|Categories: Current Articles, Financial Training|Comments Off on Impact of Finances 50+ Training Classes on Individuals’ Financial Behaviors

How To Protect Yourself From Cyber-Crime and Identity Theft

Our society is becoming increasingly digital. While digitization brings many benefits, it also generates a number of cyber-related risks. For example, consider cyber-fraud. At the heart of every fraud is [...]

By | 2017-05-23T11:19:49+00:00 June 22nd, 2016|Categories: Current Articles, Financial Training, Joseph Calandro, Jr.|Comments Off on How To Protect Yourself From Cyber-Crime and Identity Theft
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