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Your Zip Code Matters

Your Zip Code Matters

Jasper Smith, Community Development Manager

“When it comes to health, your zip code matters more than your genetic code.” Dr. Iton and his team developed an application (only for the State of California) that could give people an indication of how long they would live based on…

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Upstreaming Financial Services

Upstreaming Financial Services

By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer

There is a parable used in the healthcare industry that has changed the way I think about serving people. I would like to share this parable, which I heard told by Dr. Rishi Manchanda, the founder of HealthBegins, in a TedTalk called, “What is an Upstreamist in…

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Financial Stress and Health: They Are Related

Financial Stress and Health: They Are Related

Jasper Smith, Community Development Manager

My body was having physical manifestations of my financial stress. Because of my personal experience, I was not at all surprised to learn that 6 in 10 adults mentioned finances as a significant source of personal stress, according to results from an American Psychological Association…

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The Halftime Report

The Halftime Report

By: Jasper Smith, Community Development Manager

The first half of 2020 is now in the books. We all know that this has been a year that many would like to forget. But, unfortunately we can’t and we all need (if we haven’t already done so) to do a self-assessment of our overall financial situation. So, what grade would you…

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Are your Employees Financially Savvy?

Are your Employees Financially Savvy?

By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer

Let’s talk about money. It is a taboo subject—much like sex and politics. We were taught not to discuss these topics “in polite company” but look at where “not discussing politics” has gotten us in America! Perhaps, instead of telling people not to discuss politics, we instead encourage…

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Insights from the Front Lines: Housing Counseling

Insights from the Front Lines: Housing Counseling

By: Linda Davis-Demas, Senior Director of Housing

Housing Counseling is a core competency of BALANCE. We handle pre-purchase, post-purchase, foreclosure prevention, rental, and reverse mortgage counseling. We are a HUD approved national housing counseling agency. We work with mortgage servicer partners…

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Five Steps to Financial Triage

Five Steps to Financial Triage

By: Karina Galvan-Torres, Senior Director of Operations

During times of economic crisis and uncertainty, the significance of prioritizing financial stability suddenly leads every conversation with family and friends. For agencies, like BALANCE, that provide services to underserved and financially vulnerable communities every day…

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Knowledge Begets Confidence

Knowledge Begets Confidence

By: Meaghan Hiller, AFC®, Director of Financial Education

How do you foster your employees’ confidence to love their job? Help them build upon their current skills and learn new ones, increase the “tools in their toolbox,” empower them with knowledge and strike up a new spark in how they approach their day-to-day. In two words…

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Are Your Members Financially Healthy?

Are Your Members Financially Healthy?

By: Cynthia Campbell, MBA, MEd, CUDE, Chief Experience Officer

When I first heard of the Financial Health model created by the non-profit, Financial Health Network (formerly CFSI), I was thrilled. This framework offers four main pillars of financial health and under each pillar, there are two indicators. It is beautifully simple. They offer…

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The Evolving Workforce

The Evolving Workforce

By: Jenna Allen, HR Manager

Over the years, more and more companies are starting to offer their employees the option to work remotely. This gives employees more flexibility, eliminates commute time and the stress that comes with it, and allows employees to be more efficient with their time. Although we have…

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