Biren Padaliya - Financial Wellness for Salaried Employees’ Post

Performing a financial goal review for salaried employees involves assessing their current financial situation, identifying their goals, and creating a plan to achieve those goals. Here are some points to consider when conducting a financial goal review for salaried employees: 1. Investment portfolio review: Review the employee's investment portfolio to ensure it aligns with their risk tolerance and long-term financial objectives. 2. Insurance coverage: Assess the adequacy of the employee's insurance coverage, including health, life, disability, and property insurance. 3. Tax planning: Review the employee's tax situation and identify strategies to minimize tax liabilities. 4. Short-term goals: Discuss any short-term financial goals the employee may have, such as saving for a vacation, purchasing a car, or home improvements. 5. Medium-term goals: Identify medium-term goals such as saving for a down payment on a house, funding education expenses, or starting a business. #SIP #MUTUALFUNDS #FINANCIALGOALS #FINANCIALLITERACY #LONGTERM #SHORTTERM #MIDTERM #RETIREMENTPLANNING #TAXPLANNING #WELATH #INVESTMENT #LOWRISK #HIGHRETURN #INVESTMENT

Your senior employees may benefit from personalised one-to-one financial guidance and advice, due to their more complex financial circumstances and needs. Our bespoke service works around these individuals' busy schedules, providing a custom approach to their financial planning and freeing them up to focus on the demands of their careers. Explore our personalised one-to-one financial guidance and advice, designed to help employees: • entering a senior role • moving to the position of business owner • approaching their annual pension tax allowance limits • moving into a new life of consulting Capital at risk. Any tax benefits depend on your personal tax position and rules are subject to change. https://lnkd.in/ejzpkja6 #FinancialEducation #FinancialWellbeing #FinancialPlanning

💼 Interested in creating a win-win situation for your team? 🤝 By offering deferred compensation plans, you're not only investing in your employees' financial future but also fostering loyalty and commitment. 💰 #DeferredCompensation #FinancialPlanning

The early years of your career are painful. 📉 Long hours ⏰ Mediocre pay 💸 Minimal vacation days 🏝️ Don’t worry though. It gets way better. 🌟 Here are 3 shortcuts to get you to “the good life,” faster: 1️⃣ Personalized financial consultations to fit YOUR needs. 2️⃣ Expert advice to restore and build your credit. 💪 3️⃣ Tools and knowledge to manage debt and build savings. 💡 Request More Information at +18559869070 or info@4credology.com 🌐 Share or comment if you found this helpful! #FinancialFreedom #CreditRestoration #EmpowerYourFuture #moneyhacks #FinancialFreedom #SaveNow #Budget #financialliteracy #BuyingPower

Handling equity can be tricky, especially when you’re trying to balance maximizing benefits for your employees with growing your business. Concepts like vesting and cliffs, ISOs versus NSOs, or when to switch to RSUs are all basic considerations covered by companies when setting up an equity plan. But what else should founders consider? On August 29th at 10am PT / 1pm ET, we'll go beyond the basics and dive deeper into QSBS tax breaks, 409A valuations, and how employee equity is taxed. Considering employee finances today could improve retention rates, and bottom lines, in the future. ✍ A chance to learn from the Carta team 👇 ▶ Anthony Cimino, head of policy ▶ Shelby Skoczylas, CPA, manager, equity advisory ▶ Kristoffer Warren, CAIA, technical senior manager, valuations Register now: https://lnkd.in/dWjNuCWy

What is it really like working in the financial services industry? A survey provides insights into employment trends, pay and other key findings. #financialprofessionals Important disclosures: https://bit.ly/2JzEDWl .

What is it really like working in the financial services industry? A survey provides insights into employment trends, pay and other key findings. #financialprofessionals Important disclosures: https://bit.ly/2JzEDWl .

What is it really like working in the financial services industry? A survey provides insights into employment trends, pay and other key findings. #financialprofessionals Important disclosures: https://bit.ly/2JzEDWl .

What is it really like working in the financial services industry? A survey provides insights into employment trends, pay and other key findings. #financialprofessionals Important disclosures: https://bit.ly/2JzEDWl .

There’s a new fringe benefit your business may want to offer your employees: pension-linked emergency savings accounts. Here’s how they work. https://lnkd.in/gCnwYYzs