It is normal for working Americans to experience some form of financial hardship.
When employees have proper financial wellness education, they can develop the mindset to see the long-term impact of their savings decisions. It all starts with something as simple as budgeting, the cornerstone of good financial habits.
Share this ‘Ultimate Household Budgeting Worksheet’ with your employees to help them learn more about their spending habits, identify their wants and needs, and begin to prioritize savings.
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
Managing Director
Northeast Retirement Plan Advisors
950-A Union Rd.
Suite 31
Buffalo, NY 14224
716.674.6200 x237
716.674.7000
Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.