Financial Concerns

FEAP contracts with CLC to provide employees a free, 30 minute consultation with a financial counselor on a variety of financial issues.  Consultation topics include, but are not limited to:

  • Budgeting Techniques
  • College Funding
  • Corporate Bonds
  • Credit After Bankruptcy
  • Credit Cards with Lower Interest Rates
  • Credit Repair Scams
  • Credit Reports
  • Debt Counseling
  • Divorce Planning
  • Insurance Buying Strategies
  • IRA Rollovers
  • Medicaid
  • Medicare
  • Money Market Accounts
  • Mortgages
  • Retirement Planning
  • Reverse Mortgages
  • Saving for Financial Emergencies
  • Social Security Benefits
  • Small Business Financing
  • Student Loans
  • Tax Issues
  • U.S. Savings Bonds
  • Utility Bills - Late

 

Contact FEAP directly at 434.243.2643 for referral to this valuable services.  It is available to employees and their immediate family members.

 


Helpful Worksheets:

Account List Tracking:  Provides a list of account types in order to organize and track personal account data.  Can also be a helpful resource when in the process of moving/changing addresses/changing names with various accounts.

Annual Expenditures:  Useful for tracking current expenses as well as projected expenses during retirement.

Budget Worksheet:  Useful for budget tracking.  Spreadsheet includes formulas to assist with calculation.

Debt Worksheet:  Useful for debt tracking.

Recordkeeping Guide:  Provides helpful information regarding where to store important records and papers.

Settling an Estate:  Checklist

 

 

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