Many factors affect an individual’s ability to reach their financial goals. Some of these factors are beyond our control, e.g., COVID-19, and some are directly affected by our decisions. Financial planning is a great way to help make sound financial decisions and protect your finances from unforeseen factors.
Courtesy of our partners at Knowledge of Financial Education (KOFE)
When too much debt has your back against the wall, it may seem like you have no way out. But did you know that there are many options available to help you figure out how to pay off debt and manage money better to avoid ending up with another debt burden down the road?
Courtesy of our Partners at TaxRite.
Monday, January 24, 2022, was the official start to this year's tax season. By now, everyone should have received most of the information they need to make sure they file a complete and accurate return.
When COVID-19 struck, many employers quickly switched to a work-from-home model for their employees. Many of them began working in a state other than where their office was located.
Courtesy of our Partners at TaxRite.
As we do each new year, we've dedicated our January blog to sharing important tax information for the new year with you. From standard deductions to health savings accounts and tax rate schedules, here's a checklist of tax changes to help you plan the year ahead.
As has been our tradition, our December blog offers some resolutions to consider for the new year. The resolutions on this year's list come from goodnousekeeping.com's Achievable New Year's Resolutions for Healthier and Happier Living:
Every year when enrollment season comes around, do you prefer to stick to what has worked for you in the past or do you prefer to change things up? However you answer this question, Legal Club has solutions that can help boost your results. Just some of the ways our plans can help boost your annual enrollment strategy are...
Legal Club has been a proud partner of the Breast Cancer Awareness Foundation (BCRF) since 2009, contributing a portion of sales to support the BCRF's mission to prevent and cure breast cancer by advancing the world's most promising research.
Take a quick check of news reported by the FBI and AP from the past 30 days, and you'll see plenty of identity theft cases being reported.
The head of the FBI's Financial Crimes Section, Steven Merrill, responded to questions about scams and crimes related to the COVID-19 pandemic. His responses are posted on the FBI.gov website and include the following insights and tips.
When asked why is this pandemic, or any disaster, such an opportunity for scammers and criminals, Merrill answered, "Unfortunately, criminals are very opportunistic. They see a vulnerable population out there that they can prey upon." Merrill advises to be on the lookout for the following:
According to an article published last month by SHRM, the Pandemic highlighted the value of voluntary benefits and drove many employers to offer voluntary benefits upon re-examining their benefits packages.
"To meet employee expectations and attract and retain talent, employers are offering voluntary benefits and broadening their voluntary offerings, to enable employees to create a package that works for their needs...
Salespeople often focus on all the facts about their offerings. Still, the most accurate information and line-by-line comparisons rarely resonate with customers and prospects if they don't connect with the salesperson in a memorable way. To the customer, the task of sifting through the same basic information presented in various ways by all of the competitors calling on them does not offer a clear choice. Instead, they often end up basing their decision on whoever has...
We all know how important it is to limit distractions at work. It seems obvious that productivity will suffer when an employee is sick and working at a reduced capacity or unable to work altogether. But what about if the employee is in perfect physical health, but struggling with their personal finances...
Account rounding has been called many different things in our industry such as new business old contract (NBOC), add issue, up-selling or cross-selling. Whatever you choose to call it, the moral of the story is the same, account rounding is taking an existing account and adding new lines of coverage sometime during the year, often concurrent with annual enrollment.
How to Reach Your Financial Goals
How Working Remotely Could Affect Your Taxes
Important Tax Information for 2022
New Year's Resolutions for 2022
How to Boost Your Annual Enrollment Strategy
Incidences of Identity Theft are Rising Due to the Pandemic
Does Your Sales Message Stand out?
Tax Season Tip: How to Avoid an IRS Audit
Tax Filing Season Starts February 12
Important Tax Changes for 2021
5 Reasons Why Employers Should Offer a Group Legal Plan
Legal Club Supports Breast Cancer Awareness
It's Never Too Early to Check Tax Withholding
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