Earlier this week, I met with two couples — both planning to retire in the next two years — and both were terrified about the same thing. And they’re far from
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As someone who started at Cardinal back in 1998 — and has now been outside the company for 15 years — I don’t pretend to know the day to day. But what I can
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Every spring, I sit down with Cardinal employees who are doing everything they can to make smart financial decisions. They’re saving consistently, contributing
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It’s been a noisy week in the headlines with the conflict in Iran, but markets have remained relatively steady so far.
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Every so often, a client question comes up that’s worth sharing more broadly because it highlights how small decisions can meaningfully affect long term
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For many Cardinal employees, the 401(k) plan is the foundation of long term retirement savings. And as your career progresses, you may come across a feature
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Every year around this time, most people at Cardinal are thinking about taxes in the same way: gather the documents, upload the W 2, hope the software or
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This week, we’re stepping away from our usual personal finance tips to take a brief look at Cardinal Health’s latest earnings release.
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For many Cardinal Health employees, most financial decisions are tied to familiar rhythms — annual enrollment, 401(k) contributions, HSA planning, bonuses, and
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For many Cardinal leaders, company stock becomes a larger part of their financial picture than they ever intended.
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There are a lot of changes coming for 2026 that will affect Cardinal employees like yourself, and I want to be sure you are prepared and have time to make
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While I’m not a Cardinal employee and haven’t been since 2013, I still follow the company closely as a past employee, investor and for my clients who continue
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