"A man may die, nations may rise and fall, but an idea lives on."
John F. Kennedy
Financial Finesse awarded Silver in Best in Biz Awards for Enterprise Product of the Year. The award went to the firm’s patent-pending online Financial Learning Center for innovation and business success by a national panel of independent press and industry analysts.
Carol Klusek of Aetna, Inc. wins 2012 Benny Award for Benefits Leadership in Retirement for her innovative financial wellness program, delivered by Financial Finesse.
To read more about Carol’s program, click here.
Financial Finesse, in partnership with Nestle USA, Inc. awarded 2012 Pensions & Investments Eddy Award in the “Conversions” category.
Financial Finesse awarded the Gold 2012 Profit Sharing/401(k) Council of America Signature Award in the “Education Programs” category.
Financial Finesse, in partnership with NFL Players Association, awarded the Silver 2012 Profit Sharing/401(k) Council of America Signature Award in the “Preparation for Retirement” category.
Read a Question and Answer session with Liz Davidson, CEO and founder of Financial Finesse, on the company’s latest research: Trends in Employee Financial Issues: Q1 2013
Download a PDF of the release here.
Employees accept they cannot rely on employers to fund their retirement and health care, and instead take control of their finances themselves
El Segundo, Calif.—Financial Finesse, the nation’s leading provider of unbiased workplace financial wellness programs, has released its quarterly research report on Trends in Employee Financial Issues for the first quarter of 2013.
Studies by the Global Center for Financial Literacy define the term as “a set of basic concepts that sit at the heart of financial decisionmaking, which include: numeracy and an understanding of interest rates and interest compounding; an understanding of inflation; and an understanding of risk diversification…”
US employees’ financial wellness declined slightly in 2012, with lower income employees, women, and Gen Xers getting hit the hardest, according to an annual study on employee financial issues from Financial Finesse…
Homeowners don’t always like surprises, especially at this time of year. Spring storms, flooding, winter-damaged roofs, heaved driveways… can all mean money to real estate owners…
The number of employees who reported experiencing high levels of financial stress in 2012 held steady, according to new research…
In the first article of this series, The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They Share, I identified key traits that successful advisors have in common…
One statistic about U.S. household finances is so startling that it deserves its own post: Nearly one in three employees say they took a hardship loan or distribution from their 401(k) retirement accounts last year, up from one in four in 2011…
Employees’ financial wellness suffered a mild backslide in 2012, according to Financial Finesse’s Year in Review research on trends in employee financial issues for 2012…
Financial Finesse released on Thursday its annual Year in Review report on employee financial wellness in 2012. The firm found employees struggled through the early part of the year, and while they recovered some, they still didn’t finish as well off as they did in 2011…
I’ve talked a lot in this series about the key role of innovation in growing a retirement plan advisory practice. There’s another side of the success story that’s equally important and sometimes even more difficult to accomplish: implementing that innovation…
Today is International Women’s Day, a day that’s often devoted to commemorating the accomplishments of women, including their economic, social and political achievements. As a personal finance blogger, my professional interest is, of course, in the first topic: in particular, how women are doing financially…
Employees may need financial education from your company more than ever.
Reason: Last year was a bad one for workers’ financial security…
Employees’ financial wellness took a hit in 2012, according to Financial Finesse’s Year in Review. Only 68 percent of employees reported having a handle on their cash flow in 2012 compared to 72 percent in 2011…
Employees and employers are increasingly focusing on total financial wellness and not just retirement planning education…
Fewer corporate workers have sufficient cash flow and emergency funds on hand, according to a new survey…
There was no decline in retirement preparedness among employees in 2012 despite a decline in overall financial wellness, according to data from Financial Finesse…
Read a Question and Answer session with Liz Davidson, CEO and founder of Financial Finesse, on the company’s latest research: Year in Review for 2012
Download a PDF of the release here.
Financial Finesse Releases Annual Study on Trends in Employee Financial Wellness for 2012
Employees’ financial wellness declined, with lower income employees, women, and Gen Xers getting hit the hardest. Still, financial stress improved and employees continued to focus on long-term planning.
El Segundo, Calif.—Financial Finesse, the leading provider of unbiased workplace financial wellness programs has released its Year in Review research on trends in employee financial issues for 2012. The research found employees’ financial wellness suffered a mild backslide in 2012. The backslide was most notable in areas of cash management. In 2012:
In my first article in this series for AdvisorOne, I talked about the three most common traits I’ve seen in highly successful retirement plan advisors. One of the biggest lessons I’ve learned from advisors over the years is that the most critical and most difficult thing to do in this industry is to stand out…
In my last article for AdvisorOne, I talked about the three most common traits I’ve seen in highly successful retirement plan advisors. Though unique in their personalities and businesses and how they operate those businesses, they all possess similar qualities that have led to their success…
Opinions vary on the extent to which dipping into 401(k) retirement funds is dangerous and ill-advised, but one thing seems certain, according to experts and studies: A growing number of employees are doing just that — robbing from their retirements to pay for seemingly more urgent needs or desires today…
A recent study by Financial Finesse found that women are lacking in both knowledge and confidence about their finances. The results are ironic, given that women tend to be the primary financial decision makers in most households…
This past year, I’ve had the pleasure of working with quite a few top advisors in the country, independent wealth management and retirement plan advisory firms, most of whom manage billions of dollars in assets…
More companies are embracing comprehensive financial wellness programs instead of basic financial education because of the bottom line benefits these plans offer…
Financial Finesse held on Thursday a webcast for its clients on best practices for improving employees’ financial wellness…
Erik Carter, CFP, JD, talks with Fox Business host Lauren Simonetti about the top 5 reasons Americans aren’t as wealthy as they could be and shares ways to improve your long-term wealth without taking a big hit to your wallet today.
We all know that we should be saving more and spending less, but we don’t always follow that wise advice. What may surprise you, though, are the varied ways people in different age groups have responded to the financial crisis…
Leading provider of unbiased workplace financial education wins prestigious award for its Financial Learning Center.
To download a PDF version of this release, click this link: Best In Biz Enterprise Product of the Year 2012 Release
El Segundo, Ca--Financial Finesse, the leading US provider of unbiased workplace financial wellness programs has been awarded the Best in Biz Enterprise Product of the Year award for its patent pending Online Financial Learning Center and accompanying data analysis and assessment. The award comes on the heels of another award for the platform earlier this year, where it took Gold in the Plan Sponsor Council of America 2012 Signature Awards. Continue reading this post …
Millennial, Generation X and both early and late Baby Boom employees all surprisingly have this in common: None of them are preparing for retirement in an ideal way…
Download a PDF of the press release here.
FINANCIAL FINESSE RELEASES NEW GENERATIONAL STUDY ON EMPLOYEE FINANCIAL ISSUES
Study finds different generations responded differently to the recession and subsequent tough economy, with Gen X particularly vulnerable financially
El Segundo, Calif.—Financial Finesse, the nation’s leading provider of workplace financial wellness programs and the only unbiased education firm publishing primary research on employee financial trends, announced today the release of its new annual report on the financial issues of generations within the workforce.
The firm studied the distinct financial issues, priorities, and vulnerabilities of Millennials, Generation X, Late Baby Boomers, and Early Baby Boomers, with a focus on strengths, weaknesses, opportunities, and threats each generation faces, as well as their distinct financial education and planning needs.
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