Workplace Finances

2020 Paycheck Planning
2020 Paycheck Planning
Paycheck Planning
2021 Paycheck Planning
2021 Paycheck Planning
Paycheck Planning
Asking for a Raise
Asking for a Raise
Paycheck Planning
Direct Deposit and Paycheck Allocations
Direct Deposit and Paycheck Allocations
Paycheck Planning
Do you have an employer sponsored pension program?
Do you have an employer sponsored pension program?
Retirement Plans
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
Retirement Plans
Do you have employer-sponsored healthcare coverage?
Do you have employer-sponsored healthcare coverage?
Employee Benefits
Do you plan on maxing out your 401(k) this year?
Do you plan on maxing out your 401(k) this year?
Retirement Plans
Does your employer match your 401(k) contributions?
Does your employer match your 401(k) contributions?
Retirement Plans
Does your employer offer a life insurance benefit?
Does your employer offer a life insurance benefit?
Employee Benefits
Does your employer offer short and long term disability insurance?
Does your employer offer short and long term disability insurance?
Employee Benefits
Employer-Sponsored Retirement Plans
Employer-Sponsored Retirement Plans
Retirement Plans
First Paycheck? Do These Things First
First Paycheck? Do These Things First
Paycheck Planning
Flexible Spending Accounts for Medical and Dependent Care
Flexible Spending Accounts for Medical and Dependent Care
Employee Benefits
How frequently do you get paid?
How frequently do you get paid?
Paycheck Planning
How many weeks of vacation or personal time do you have?
How many weeks of vacation or personal time do you have?
Employee Benefits
How much of your income comes from incentive-based pay such as tips, commission or bonuses?
How much of your income comes from incentive-based pay such as tips, commission or bonuses?
Paycheck Planning
How well-tuned are your personal allowances on your W-4 form?
How well-tuned are your personal allowances on your W-4 form?
Paycheck Planning
Life and Disability Insurance Plans
Life and Disability Insurance Plans
Employee Benefits
Medical, Prescription, Vision and Dental Plans
Medical, Prescription, Vision and Dental Plans
Employee Benefits

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