Category: Financial Planning

The Black Vintner

Although everyone on our team has a passion for personal finance, many of our teammates' life goals are what drives our passion!

Employee Engagement and Wellness Ideas Besides Yoga

I talk to a lot of HR Directors and Employee wellness mangers. A lot.  And a common theme on my calls this week has been “we’re looking for employee wellness ideas that aren’t yoga or meditation.”  As a non-yogi (I’ve

6 Ways to Travel Hack Your Way Into an Affordable Vacation

Travel hacking is the art of maximizing credit card, airline, and hotel loyalty programs to get free travel, travel discounts, or travel perks that would otherwise be very costly.

Why Remote Work Might Complicate Your 2020 Taxes

Tax season always brings up a lot of questions. Should I file jointly or separately? What’s the difference between an AGI and a MAGI? Which expenses can I deduct? The last few years have thrown us a few curveballs

What’s Going on with My Student Loans?

For more than nine months, most people with Federal student loans haven’t been required to make monthly payments because of the coronavirus pandemic.

2020 Fin Gym Gift Guide

In an effort to support small this holiday season— we have curated a special gift guide featuring our favorite finds by our creative clients.

6 Actions to Take if You are a Victim of Credit Card Fraud

It is officially the holiday season which means many of us are spending more money than we typically do, especially on our credit cards. And although credit cards are an ideal way to spend thanks to points, rewards, and

5 Good Reasons to Consider Taking Out a Personal Loan

When it comes to the financial products that empower you to take care of the things that matter most in life, there’s no shortage of available options. Each product has its own strengths and purpose, and your financial situation

7 HSA Approved Items You May Not Know You Can Make With Your HSA Account

It’s that time of year where you get to pick your health benefits for the new year. It’s important to remember to diligently choose next year’s health benefits, to benefit your needs and your pockets.

If you have a

How Your Employees Can Live Their Best Financial Lives in 2021

Understanding our personal finances --- how to budget, save, pay off, spend, and invest wisely -- is essential for everyone, including your employees. Financial wellness is a growing concern of employees and the Culture and HR managers that we

What You Should Know if Your Employer Is Opting in to the Payroll Tax Holiday

2020 has been a wild ride in too many ways to count, but last month the Payroll Tax Holiday threw us for another loop. In short, the tax holiday is the result of a presidential memorandum that allows for

6 Ways to Keep Your Dog Healthy on a Budget

During this pandemic, I’ve seen quite a few of my clients add a furry family member into their homes, and who can blame them! There are countless studies about the relationship between pets and humans. Having a pet is

5 Ways to Plan Your Holiday Budget Now

It’s the most wonderful time of year for a lot of people. But for your wallet? It can be the most stressful time of year. This year, retailers are rolling out the holiday marketing even earlier than usual. Whether

Our Biggest Money Mistakes and Regrets with Hector and Garrett

Here at the Financial Gym Advisors, we realize that we all make mistakes. No one makes perfect money decisions 100% of the time. Even our trainers make mistakes sometimes! Here are some money mistakes that two of our <a

6 Ways to Refresh Your Finances this Fall

It is officially a new season and a new month which means it is the perfect time to conduct a financial refresh! It is easy to put your financial health to the side, especially given all that we have

Save Money: 3 Small Ways to Save

Many individuals will more than likely say that it’s hard to save money. And it’s true, it is hard, especially when much of America is living paycheck to paycheck. Setting funds aside for a rainy day seems pointless

Why You Should Still Save for Travel When You Can’t Go Anywhere

One question we trainers have been hearing a lot is whether it still makes sense to pad your travel fund even if we have no idea when you’ll be wheels up again. Do you really need to put hundreds

Quarantine Habits the FinGym Team is Keeping

Since the arrival of COVID-19 in America, our daily habits, routines, and lives have all been upended. As we’re all doing our part to slow the spread, we’re finding ourselves spending more time at home and building new routines.

How to Create a Free Financial Wellness Week For Your Employees

Understanding our personal finances --- how to budget, save, pay off, spend, and invest wisely -- is essential for everyone, including your employees. Financial wellness is a growing concern of employees and the Culture and HR managers that we speak

3 Reasons You Need A Financial Wellness Program at Your Wellness Fair

54% of employees say that Financial or money matters/challenges cause them stress according to the PWC Employee Financial Wellness Survey. Studies have shown that if employees are financially unwell, absenteeism and presentee-ism will increase and employee productivity will decrease.

Why You Should Always Fill Out Your Census

Every 10 years the government is required by the constitution to conduct a census which counts the population. The data collected helps inform federal funding towards daily services, products and community support such as hospitals, fire departments, schools, roads