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Financial education and advice changes worker attitudes and behaviors

Article Abstract:

Financial education and advice improves financial wellness by increasing employee awareness and motivating them to improve their personal finances. Investment advice may be of no use if the participant faces financial situations and needs.

Author: Kim, Jinhee, Garman, Thomas
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Journal of Compensation and Benefits
Subject: Insurance
ISSN: 0893-780X
Year: 2003
Pension, health, and welfare funds, Employee Benefits Management Svcs, Third Party Administration of Insurance and Pension Funds, Analysis, Study and teaching, Workers, Employee benefits management services, Employee attitudes

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Have you considered principal-portected investments?

Article Abstract:

This article describes what a principal-protected investments is, how it is used, and the advantages of using it by investors looking to minimize financial risk.

Author: Barbetti, Robert K.
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Journal of Compensation and Benefits
Subject: Insurance
ISSN: 0893-780X
Year: 2000
Strategy & planning, Methods, Planning, Usage, Prevention, Risk (Economics), Investments, Investors, Company business planning

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Post mortem planning for compensatory options

Article Abstract:

The tax implications and valuation of stock options in a decedent's estate are discussed.

Author: Barbetti, Robert K.
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Journal of Compensation and Benefits
Subject: Insurance
ISSN: 0893-780X
Year: 2003
Management dynamics, Taxes, Capital funds & cash flow, Management, Taxation, Stock options, Distribution of decedents' estates, Valuation, Company business management, Inventories of decedents' estates, Decedents' estates inventories

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Subjects list: United States, Financial management
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