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Northstar

@northstarmoney

Financial wellness starts at work 💫

ID: 836401116598263809

linkhttps://www.northstarmoney.com calendar_today28-02-2017 02:22:20

203 Tweet

463 Followers

81 Following

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"It's important to make an investment in a company like Northstar that can approach all employees, globally, at all levels in the company." - Ben Carter, SVP, HR Business Partners & Total Rewards at Workday, speaking at The Conference Board 📺 Watch more: info.northstarmoney.com/content-workda…

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What's the difference between a financial coach and a financial planner? What's a CFP®? What does RIA have to do with it? And why all the acronyms? 🤔 Answers to common questions when evaluating a financial wellness solution: hubs.ly/Q03f6rRn0

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🗓️ April is Financial Literacy Month! No, this isn't a marketing campaign—it's responsible for change in US education requirements over 2 decades. Since 2004 when the Senate made the month official, states started passing legislation requiring #FinancialLiteracy in schools.

🗓️ April is Financial Literacy Month! 

No, this isn't a marketing campaign—it's responsible for change in US education requirements over 2 decades.

Since 2004 when the Senate made the month official, states started passing legislation requiring #FinancialLiteracy in schools.
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#FinancialEducation is only as powerful as what you do with that knowledge. 💫 Northstar’s latest analysis found that 69% of employees who receive advice from their Northstar Advisor (CFP®) take action on it! ⬇️ Download the whitepaper: hubs.ly/Q03f6rK20

#FinancialEducation is only as powerful as what you do with that knowledge. 

💫 Northstar’s latest analysis found that 69% of employees who receive advice from their Northstar Advisor (CFP®) take action on it!

⬇️ Download the whitepaper: hubs.ly/Q03f6rK20
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CEO & Co-Founder Will Peng shares his "why" behind starting Northstar—a journey shaped by his own experience navigating the dizzying amount of financial choices we all face.

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👉 Inclusive benefits aren't just a trend—they're essential for attracting and retaining talent. “Employees want to work for companies that align with their values." - Corrinne Hobbs, LabCorp More on benefits selection strategy from From Day One hubs.ly/Q03f6dcf0

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Preeti Nadendla, Sr Global Benefits at Marqeta, on the key to her #employeebenefits strategy: 🔑 “Education is a cornerstone....You can have millions of programs available to your employees but if they're not educated...we're not going to see any value." hubs.ly/Q03f6PR60

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#Retirement is a major goal, but it’s hard to prioritize when it feels far away. 🏖️ After working with a Northstar Advisor, employees: ✦ Increased annual contributions by 78% ✦ Increased monthly contributions by 26% hubs.ly/Q03f6K210

#Retirement is a major goal, but it’s hard to prioritize when it feels far away. 🏖️

After working with a Northstar Advisor, employees:
✦ Increased annual contributions by 78% 
✦ Increased monthly contributions by 26%

hubs.ly/Q03f6K210
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Life is unpredictable, and employees deserve support when it takes an unexpected turn. 💚 Take this story of an employee who was left with a massive out-of-pocket bill after giving birth to twins, all because they had chosen a #healthplan that didn’t meet their needs.

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Q1 is a peak hiring time, so many companies have new hires starting this month. 🧑‍💻 As they enroll in benefits & set up payroll, they might hesitate to ask their new employer questions. 📥 Download our #Onboarding Guide to see how you can offer support hubs.ly/Q03f6K290

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Ever wonder what your employees’ top financial priorities and concerns are? These were the top 5 attended educational sessions hosted by our CFP®s last year: 🗓️ Year-end tax moves 💪 Women and money 🏠 Advanced home-buying strategies 🩺 Harnessing HSAs 📑 Unlocking equity

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Leanna Lilly, Director of Benefits & Mobility at ServiceTitan, on using budget: “As a benefits professional I see my value in using my dollars most effectively, and not just from a company standpoint, but from an employee standpoint.” 📺 Watch more: hubs.ly/Q03f6V4T0

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Ever wonder why companies implement a financial wellness program that integrates 100% of their employer benefits? 👉 63% of employees who receive benefits advice from their Northstar Advisor take action on it, according to our latest study! hubs.ly/Q03f6SMT0

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”Good financial planning means that we’re going to take a look at all the benefits that are available to you, so less comes out of your pocket.” - John Smith, CFP®, Manager of Financial Planning 👉 Benefits can provide meaningful cost savings if you know how to use them!

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High Deductible Health Plans need a rebrand – with a name like that no wonder employees are hesitant! 🤔But we can see they want to learn about HSAs: 1️⃣ HSA articles are the most visited pages on our website after our homepage 2️⃣ Our HSA session was 4th most popular last year

High Deductible Health Plans need a rebrand – with a name like that no wonder employees are hesitant! 

🤔But we can see they want to learn about HSAs:

1️⃣ HSA articles are the most visited pages on our website after our homepage
2️⃣ Our HSA session was 4th most popular last year
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Ciao! Bonjour! Hallo! 👋 Meet some of Northstar’s financial advisors around the world - no matter what time zone you’re in. hubs.ly/Q03f800z0

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#Financialhealth is deeply connected with mental health, insurance, and more. Aligning your benefits can deliver comprehensive support that meets your team’s full needs. Sheila Krueger, former Head of Global Benefits at Zoom & our Head of Customer Success breaks it down:

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ROI metrics like #retention are rarely taken seriously to justify budget, as few companies share the underlying data to backup their impact. Our data team put together a 3-page whitepaper that shares exactly how we measure retention. 📥 Download here: hubs.ly/Q03f7XP90

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Mistakes happen—especially in complex systems like payroll and taxes. When a company made a withholding error that resulted in their employees owing more in taxes, our team of #financialadvisors stepped in to help.

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Your benefits package could be the key to leveling up your employee’s financial game—are you helping them make the most of it?💡 #employeebenefits #financialwellbeing