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Using a Financial Planning Checklist Can Help You Meet Your Goals

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Review your bank and credit card statements Even if you check on your bank accounts daily, pulling your bank and credit card statements can help you understand how the first quarter of the year has gone. See how your spending breaks down and determine where (or if) you need to adjust your budget.

Goals 306
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How Financial Wellness Programs Can Benefit Employees and Employers

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In fact, 54% of employers currently offer financial wellness programs, based on responses to an annual survey conducted by the Employee Benefit Research Institute (EBRI). Companies can gauge employees’ interest in financial wellness programs by conducting anonymous surveys, she adds. Such benefits can yield significant results.

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How to Survive Financial Infidelity

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A 2024 Bankrate survey found that it isn’t uncommon—42% of married or partnered U.S. Other examples of financial infidelity include getting cash back without telling your spouse, having secret accounts, stashing cash, opening a credit card without your partner’s knowledge and/or accumulating gambling debts.

Finance 130
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Premarital Money Talks: How to Talk About Finances Before Tying the Knot

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More than half of married Americans and more than two-thirds of engaged Americans find it difficult to have a serious money discussion with their partner, according to a NerdWallet survey. The same NerdWallet survey found that 60% of survey participants regretted not discussing some financial topics with their partner before getting married.

Finance 246