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Financial Tips for Dealing with COVID-19

Recently, I met with members of my financial wellness mastermind group, Coach Connections.  We came up with this list of items and ideas to help with the financial implications from COVID-19.  Some of these items may apply to you while others may not.  This is not an all inclusive list, but items and ideas we…

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Millennial Employees and Financial Wellness

Millennials are facing greater financial wellness challenges compared to other generations.  Millennials financial challenges are not only from higher student loan debt, but also from carrying credit card balances and having enough money to pay their monthly expenses.  They are looking to their employers for solutions.  This presents companies with an opportunity to improve the…

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5 Tips for Spring Cleaning Your Finances

With spring just around the corner, March 20th, 2019, “spring cleaning” is on many people’s minds.  Spring cleaning can apply to more than just cleaning around your home. It can be applied to your personal finances as well.  Here are 5 tips for spring cleaning your personal finances. Create/review your budget.  If you don’t have…

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How Financial Wellness Helps Lower Employee Stress

According to the American Psychological Association, 87% of employees say money is the most common source of stress. Additionally, research shows that employees are stressed about their personal finances across all income levels and generations. What is the biggest cause of this financial stress? 54% of Millennials, 48% of Gen X, and 38% of Baby…

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How to Raise Employees’ Financial Wellness

Worries about personal finances are on the rise.  A recent bankrate.com survey found only 41% of adults would pay for an unexpected cost from savings, a 4% increase from last year. Additionally, a MetLife study found 69% of employers said financial stress contributes to health costs at their company.  Employees feeling financial stress are more likely to call in…

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5 Tips to Spend Less for Vacation

We all like to go on vacation and there’s nothing wrong with that!  However, a lot of times we over-spend on vacation.  We treat ourselves to things we normally wouldn’t buy because we’re “on vacation.”  With vacation season in full swing, here are 5 Ways to Spend Less for Vacation. Buy your airline tickets in…

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