Financial education in the news
- 7 Ways to Avoid Tapping Retirement Cash
As the economy slumps and unemployment rises, cash-strapped borrowers are looking for funds anywhere they can find them. However, don't tap your 401(k) or other retirement plan when looking for cash.
... Families in need of larger cash sums can tap home equity, says Greg Ward, senior resident financial planner with Financial Finesse, a financial education firm in Manhattan Beach, Calif.
Bankrate.com, July, 2009
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Women, men and money
When it comes to managing money, women worry a lot more than men do—and women are more likely to ask for help with their money problems.
That's the gender gap described in a recent report by Financial Finesse, a firm that operates a financial planning helpline as an employee benefit for large companies.
CNNMoney.com, June 5, 2009
- Keeping clients on track for retirement
For millions of Americans and their advisers, the shrinking value of retirement accounts is the $4 trillion elephant in the room.
InvestmentNews, May 4, 2009
- Financial Finesse and CalPERS selected as Profit Sharing/401k Council of America Announces 2007 Signature Award Winners
CalPERS and Financial Finesse are selected to receive the Gold award in the Retirement Readiness category.
PSCA.org, October 2, 2007
- 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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5 most recent reports
- 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
- Trends in Employee Financial Issues (Q1 2009)
Employees are becoming increasingly concerned about the economy, and this concern is causing them to take a more reactive approach to their finances.
Instead of planning for the long term, they are narrowing their focus to managing their day to day finances.
Financial Finesse, Inc., April 2009
- 2008 Year in Review
Executive Summary: Employees are in a state of "heightened urgency" about their financial situations. Overwhelmingly, callers are focusing on the elements they can control.
Financial Finesse, Inc., January 2009
- Financial Finesse Helpline Trend Analysis Q3 2008
We continue to see a strong trend towards employees proactively managing their money in an effort to reduce expenses and pay down debt. While this might not bode well for the economy over the short term--indeed, GDP did shrink in Q3 as a result of slowed spending- it is a positive sign for the long term because it will ultimately lead to greater wealth creation.
Financial Finesse, November 2008
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