Wellable

DECEMBER 19, 2018

Despite the recent performance in the stock market and talks of a looming recession in the coming year, Americans are less focused on their finances.

Finance 140

Finance Insurance Security Planning 140

Success

JULY 4, 2022

However, important skills like when and how to manage your finances don’t come naturally to many. Lesley Tenaglia, a mortgage agent at both Ultimate Mortgage and Finance Solutions Inc. That’s right—manifest your finances like you would for that front row parking spot. Track your budget. and Fuse Mortgage Inc.,

Finance 111

Finance Banking Purchasing Transportation 111

Success

NOVEMBER 7, 2024

Whether tackling personal or professional finances, managing money effectively is crucial for economic stability and independence. Debt Management Effective debt management begins with understanding your different debt types—like student loans, credit cards and mortgages—as each affects your finances differently.

Insurance 82

Insurance Finance Security Maintenance 82

Work Life

SEPTEMBER 10, 2024

Finalists: CSAA Insurance Group , Walnut Creek, CA DD360 , Mexico City Highnote , San Francisco LeafLink , New York Morgan Stanley , New York Papaya Global , Herzliya, Israel String and Key , Brooklyn This story is part of Fast Company’s 2024 Best Workplaces for Innovators Awards. Gilligan Award.

Finance 67

Finance Banking Insurance 67

Workplace Insight

NOVEMBER 6, 2024

Finally, while physical climate risk and real estate’s transition to net-zero carbon emissions have proven recurring issues previously, this year’s report also examines the far-reaching implications for real estate insurance and finance from these twin challenges.

Real Estate 111

Real Estate Logistics Insurance Finance 111

Great Place to Work

SEPTEMBER 17, 2020

Finance has not typically been welcoming to women. Nine organizations in financial services and insurance earned a spot in the top 20 – triple that of last year’s list. But the “boy’s club” of yesterday is changing. A sign of the times: Financial firms rule the 2020 Best Workplaces for Women. What’s behind the shift?

Finance 72

Finance Insurance Computer 72

Great Place to Work

NOVEMBER 8, 2023

Career advice, lessons learned on the job, and more from a culture champion at one of the Fortune Best Workplaces in Finance & Insurance™ in 2023. We spoke with Caryn Best, senior vice president, marketing & communications, for IAT Insurance Group about her career and work building a better workplace culture.

Insurance 52

Insurance Communication Finance Leadership 52

Work Life

JULY 13, 2024

But this hectic season of your life does not have to ruin your finances, or your plans. Keep your insurance up-to-date Both life insurance and disability insurance are must-haves for all parents, but this is doubly true for those in the sandwich generation. Parents to the left of me, kids to the right, here I am.

Insurance 96

Insurance Finance Prioritization Logistics 96

Insperity

JANUARY 24, 2023

This is especially important as a potential economic downturn looms and businesses evaluate their finances. Having virtual care options can also be help reduce employees’ stress about their own health-insurance costs. Businesses often struggle to contain benefits costs.

Insurance 255

Insurance Networking Finance Controlling 255

Work Life

OCTOBER 5, 2024

State Health Insurance Assistance Program (SHIP): This nationally available government program offers one-on-one counseling and assistance with Medicare and Medicaid. The best time to purchase this insurance is typically prior to age 60 , as the premiums can become prohibitively expensive with age.

Insurance 98

Insurance Supervising Government Purchasing 98

Insperity

MARCH 12, 2024

Health insurance Health insurance aims to assist employees with the costs of obtaining medical care. Optional dental and vision care are usually offered alongside health insurance for an added fee.) To confirm your company’s legal obligations for these types of insurance, check the laws in your particular state.

Insurance 147

Insurance Legal Planning Prioritization 147

Work Life

MAY 4, 2024

It’s much easier to make a single decision to set money aside than make repeated decisions about your finances with every pay cycle. Invest in Long-Term Disability Insurance As a young adult, your greatest asset is your future earning potential. Compare that to investing a lump sum of $1,200 in January.

Purchasing 97

Purchasing Insurance Finance Salary 97

Workplace Insight

OCTOBER 16, 2024

Examining issues from workforce management and whistleblowing to climate change and regulation, CEOs from law firms, insurance, finance and accounting, consultancy and recruitment conveyed confidence but also revealed a lack of investment and planning.

Finance 52

Finance Insurance Consulting Communication 52

Success

OCTOBER 16, 2024

Protecting your wealth To safeguard your finances when using fintech services: Verify FDIC insurance : Ensure your funds are held in FDIC-insured accounts, understanding the specifics of the coverage. However, even these companies operate in a regulatory gray area, and consumers should remain vigilant.

Banking 64

Banking Finance Insurance Security 64

The Office Management Group

APRIL 29, 2024

Add an archive folder and policy when it feels relevant so things circa 3+ years old can move to there, depending on what the subject matter is (for finance, you’ll likely want longer). Make sure the employee liability insurance is displayed in your office!

Office Management 130

Office Management Insurance Maintenance Onboarding 130

Great Place to Work

MARCH 18, 2021

In an industry that might seem cold and more about taking than giving, a surprising thing happened at some of the Best Workplaces in Financial Services & Insurance™ amid the crises of the past year. Employee scores went up when it came to whether work had special meaning.

Finance 98

Finance Insurance 98

Work Life

FEBRUARY 1, 2024

Applying This Lesson When it comes to our finances, we often have the same kind of binary thinking that Phil displays. Phil shows us that living in the moment and working for a better future is not only the best way to escape a rodent-centric time loop, but also the best way to feel satisfied with your finances.

Finance 111

Finance Controlling Insurance Sales 111

Work Life

APRIL 15, 2024

Not only are the billing details confusing, but the requirements for insurance coverage seem to be in a constant state of flux. It can seem as though insurers intentionally create a painful process in the hope that most patients will give up and just pay. The patient is not responsible.

Healthcare 98

Healthcare Insurance Networking Finance 98

Great Place to Work

MARCH 27, 2017

Since we’re talking finance, let’s skip to the bottom line: High-trust employers are more profitable than their peers. Annual revenue growth at the Best Workplaces in Financial Services & Insurance was 26 percent compared to 18% at companies that didn’t make the list.

Finance 69

Finance Insurance Leadership Healthcare 69

The Office Management Group

APRIL 16, 2023

What it means is you cannot be an expert in how your air-conditioning system works, how it should be cleaned and serviced, nor can you be an expert in what sort of chairs are out there and the many functions of them all or an insurance or rates whizz who knows exactly what the best products are out there for your business.

Payroll 130

Payroll Insurance Cleaning Maintenance 130

Work Life

MAY 11, 2024

Here’s how recently married couples can invest their finances to create a happy future together. Make friends with life insurance Life insurance may not be the sexiest topic for newlyweds to discuss, but it’s a vital part of your investing-together strategy.

Insurance 98

Insurance Finance Prioritization Planning 98

Success

SEPTEMBER 21, 2024

Financial wellness is maintaining a healthy relationship with your finances. Building Sustainable Long-Term Finances Long-term money-saving is your ticket to financial freedom. Improving Current Financial Flexibility Flexibility in finances means having the freedom to make choices that fit with your lifestyle.

Finance 52

Finance Security Consulting Prioritization 52

Success

NOVEMBER 18, 2021

We all know expenses exist, but the numbers keep adding up—rent, water, trash, electricity, cable, Internet, car insurance, renter’s insurance, gas, cell phone. Dive into a digital finance manager, excel sheets, worksheets and a homemade bill binder. It all feels a bit much. Set goals and adjust your expenses.

Security 107

Security Insurance Finance Banking 107

WellSteps

AUGUST 7, 2024

The top employee benefits brokers offer insurance wellness programs, as savvy benefit brokers know that robust wellness solutions improve employee wellbeing, productivity, and morale while reducing overall healthcare costs. Quick Implementation Experienced employee benefits insurance brokers streamline wellness program implementation.

Insurance 79

Insurance Healthcare Consulting Influencing 79

Success

SEPTEMBER 22, 2024

Just connect your bills, and the app’s team will work to lower costs of monthly expenses like cell phone bills and car insurance. Plus, if your bank ever charges you overdraft or late fees, Rocket Money helps you get those refunded, keeping your finances in check. How Can Rocket Money Help With Your Self-Improvement Goals?

Banking 52

Banking Finance Purchasing Insurance 52

Great Place to Work

DECEMBER 10, 2014

From talking ducks to giant flagpoles, companies in finance and insurance work hard to differentiate their brands in the eyes of potential clients. At the same time, some of the most successful organizations also realize the potential in promoting the unique and supportive workplaces of the people who make their policies possible.

Finance 59

Finance Insurance Promotion 59

Success

FEBRUARY 13, 2024

These goals provide motivation, direction and discipline when managing your finances. A robust life insurance plan, for example, can offer your heirs a windfall at your death, which they can use to pay off debt, buy real estate or cover college expenses. Your long-term goals are an important aspect of your financial health.

Real Estate 91

Real Estate Purchasing Insurance Finance 91

Workplace Insight

APRIL 5, 2024

billion, according to the latest report by Brand Finance, the world’s leading brand valuation consultancy. David Haigh, CEO of Brand Finance, said: “The evolution of branding has led to a symbiotic relationship between B2B and B2C brand and sectors, where the actions of one significantly impact the other. percent), Insurance (7.7

Finance 52

Finance Logistics Banking Insurance 52

Success

AUGUST 6, 2024

With over half of workers surveyed reporting that extreme weather is already impacting their work, education, finances, home or living situation and/or health, it is clear that businesses need to explore adding climate change protection employee benefits, if they haven’t done so already.

Insurance 91

Insurance Security Transportation Consulting 91

Success

JANUARY 9, 2023

Healthcare is complicated when it comes to finances. It’s especially nonsensical in the United States, where it’s designed to be intentionally confusing and expensive. It can cost an outrageous amount of money to have surgery or long-term treatment, and on top of that, billing errors are common.

Healthcare 70

Healthcare Insurance Purchasing Finance 70

Work Life

APRIL 9, 2024

Location: Mount Vernon, Ohio Income after taxes: $40,000 Annual expenses Rent: $9,948 Car insurance: $1,716 Car payment: $3,636 Gas: $3,900 Vacations: spent $1,400 on a vacation and my family covered the rest of the trip. Ben, 32, high school science teacher, no children.

Insurance 97

Insurance Maintenance Salary Food 97

Success

JULY 19, 2022

Next, you’ll need to consider your current company benefits such as health insurance and retirement plans. If that’s not an option, you’ll need to get on a health insurance plan for self-employed individuals. These include unavoidable costs such as housing, food, transportation and insurance. Work with professionals.

Insurance 128

Insurance Banking Finance Transportation 128

Success

OCTOBER 20, 2024

So, keeping any other finances separate, such as in a trust, is important to maintain funding from the government. Check your beneficiaries The other thing people should consider, in addition to the will, [is] looking at your beneficiary designation [with] retirement accounts or life insurance [policies].

Healthcare 79

Healthcare Government Transportation Security 79

Success

FEBRUARY 13, 2023

Managing your finances can feel overwhelming, especially if you’re trying to keep up with the latest budgeting software, personal finance app or investment hack and not just the financial basics. Instead of worrying about or avoiding your finances, focus on the basics. But that lead to problems in the future.

Finance 107

Finance Food Banking Insurance 107

Success

DECEMBER 29, 2023

Often, these fall into categories of personal well-being, relationships and finance. New Year’s resolution ideas to improve personal finance Create a monthly budget. Review your insurance plans. Regularly review and update insurance policies to ensure adequate coverage at the best price. Set savings goals.

Security 105

Security Finance Insurance Mentoring 105

Success

JANUARY 17, 2023

Getting your finances in order can seem exhausting. Protect yourself against income volatility with a healthy emergency fund and take a look at your insurance products. This year, stop avoiding awkward conversations with loved ones about finances.

Finance 79

Finance Purchasing Insurance Security 79

BMT Office Administration

OCTOBER 31, 2023

This allows business owners to focus their time on the day-to-day employee relations and other operational needs like sales and finance. Benefits consultants can advise on what benefits to offer, how to comply with the ACA, and source insurance vendors to work with. As a result, your employees get a better benefits package.

Small Business 130

Small Business Payroll Onboarding Consulting 130