Personal Finance
Understanding Personal Cash Flow [Video]
In this video, we explain what a personal cash flow is and the tools you can use to begin to take control of it.
How to Set Financial Goals (According to a Coach) [Video]
Many aren’t sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.
Preparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
Impactful Giving: Tax Strategies and Vetting Charities [Video]
We all want to make a difference with impactful giving. In this video, find out how to evaluate charities and employ tax-efficient strategies.
Estate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
How to Choose Open Enrollment Benefits
Open enrollment season is almost here! It’s time to get familiar with all the benefits your company offers you this year. Our guide will help you understand the most common open enrollment benefit options, and how best to choose open enrollment benefits.
