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The CEO of Perspective Partners shares how software can help answer healthcare and retirement benefit questions during the enrollment process.April 8
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Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.March 25
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Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.March 23
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Choice and flexibility in benefit options are top of mind for employees, a new Willis Towers Watson survey finds.March 18
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Clients are advised to keep some of their savings in cash and focus on their long-term prospects.March 17
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“It's really important for employees to know where they’re at with investments, and that employers educate them so that they don't make rash decisions,” says Tara Mashack-Behney, president of retirement plan consulting firm Conrad Siegel.March 16
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“Find ways to generate income,” says one financial planner.March 11
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While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.March 10
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CommonBond is ensuring employees can qualify for employer retirement contributions while they pay off their student loans.March 10
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Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.March 4
