financial health

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Financial Fitness for the New Year | CA Employee Benefits Firm


It’s often thought that having money leads to happiness.  While that’s not necessarily true, being financially secure does create a sense of well-being which impacts your mental and physical health.  To address our whole health in 2023, we need to understand the relationship between financial and physical wellness. Inflation, at 7.1%, has made financial stress

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Custom content, financial health, Financial Planning

Retirement Savings Tips: Stop Worrying and Start Saving | California Employee Benefits Team


According to most retirement savings statistics, saving for retirement is something a lot of people put on the backburner.  Until it is too late, that is. For some people, the reason is that they are simply living paycheck to paycheck, so there isn’t much left to put aside. Others have some leftover money after covering

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Custom content, financial health, HR

What Employees Want: Financial Wellness | CA Employee Benefits Firm


“Financial Wellness” is getting a lot of buzz these days — and for good reason!  After all, today’s workforce is overwhelmed by mounting student debt and other rising expenses. Financial wellness refers to a person’s overall financial health and is one of many factors that makes up employee wellbeing.  We often think of wellbeing as

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Blog, Employee Communication, Employees, Employers, financial health, Financial Planning, Human Resources, IRS

Easy-to-Use Tax Withholding Calculator


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Employers, have you reminded your employees to check that they are having the right amount of tax withheld from their paychecks? It’s a good idea for everyone to check their payroll withholding every year, but it is particularly important this year due to the big changes Congress made to the federal tax rules for 2018.

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