"The planner was very knowledgeable, thorough and organized. She listened to my questions and then thoughtfully answered them giving me resources to follow through with that I could implement easily. I was amazed how much material we were able to cover in the short time that was allocated. The appointment provided me with clear direction and confidence in my financial future."

-Financial Helpline caller

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Press & Awards

Financial education in the news

• New Research Released by Financial Finesse Shows Employees' Gaining New Consciousness about Their Finances

  Financial Finesse, the leading provider of workplace financial education programs, released today its Q1 2010 report on employee financial trends. The report is showing increasing evidence that the recession may have an enduring impact on employees' outlook toward how they handle their finances, as they continue to take a more proactive role in bettering their financial situations.

  Financial Finesse, Inc., May 25, 2010

• Teaching Workers How to Budget

  More workers at the financial services firm were turning to an employee assistance program. But in addition to seeking help with the typical legal- or family-related concerns, the staffers were asking questions about a spouse who had lost a job, about a depleted retirement account or about paying for a child's education.

  SmartMoney, May 6, 2010

• Recession Reveals Gaps in Financial Planning

  As providers of financial education, Financial Finesse experts are in tune with real world economics. The recession of the last 2 years has, of course, impacted large, faceless corporations. But we have all felt a decided 'trickle down' impact. Even those who are still employed are not immune from the stress and worry that comes from uncertainty about finances and the future.

  Compensation.BLR.com, April 30, 2010

• Employers Target Women With Financial Education

  Every few months or so a new study is published that indicates how women need more help planning for retirement than men do.

  The reasons include the fact that on average women are expected to live longer than men (to age 80 versus 74), they work an average of 12 years less than men over the span of their lifetimes, their earnings are 77 percent less than men's earnings on average, and rates of divorce have risen and are expected to further increase.

  Workforce Management, September 2009

• What your Employees and Pro Football Players have in Common: Lack of Retirement Readiness

  With all their money, houses, cars and jewels, I never imagined that professional athletes needed financial counseling. I just thought that since they could wallpaper their bathroom with $100 bills, they had it all figured out. It was only folks like me who needed help learning how to budget, plan, save and invest properly. Turns out, not so.

  Employee Benefit News, November 1, 2009

• Companies Step Up Benefits Communication to Combat Unions

  As discussions around the Employee Free Choice Act heat up in Congress, employers are stepping up their communications to employees about the benefits they offer as a way of combating unionization efforts.

  Workforce.com, July, 2009

• Testimony of Liz Davidson before the Department of Labor's ERISA Advisory Council Working Group, hearing on "Financial Literacy and the Role of the Employer."

  "Any firm that offers a retirement plan should provide employees with financial education around how to make informed decisions on how to use these plans to achieve their retirement goals .... The risk ... is that employees assume they are set for retirement, only to have a rude awakening when it is time to retire."

  Liz Davidson, September 19, 2007

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Research & Best Practices

Recent reports

• Summary of Trends in Employee Financial Issues: Q1 2010

  So far 2010 is shaping up to be a step in the right direction, with consumers becoming more proactive about long-term financial planning and continuing to show improvements in managing their expenses and their debts. This is a continuation of the trend we saw last year, of consumers regrouping and rebuilding their financial foundations in response to the recession.

  Financial Finesse, Inc., May 2010

• Latest Behavioral Change Results

  Summary of results compiled from 1492 workshops conducted between January 1, 2007 - April 15, 2009 given to participants 30 days after the workshop to measure what changes they have made since.

  Financial Finesse, Inc., May 2009

• Research on the Gender Gap in Financial Literacy

  43% of calls from women were regarding debt, with half of those relating to strategies to reduce debt. (36% of calls from men were regarding debt)

  Financial Finesse, Inc., May 2009

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