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Financial Finesse awarded 4th place in the HR.com 2014 Leadership 500 Excellence Awards for its robust leadership development program.

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Financial Finesse wins first place 2014 Pensions & Investments Eddy Award for Corporate Retirement Readiness, based on the effectiveness of its three-step program delivered to Black Hills employees.

2013 Superstars Logo

Black Hills awarded the 2013 IHCC HealthCare Consumerism Superstars Award in the Most Innovative Employee Education/Communication category for their program with Financial Finesse.

2013 Superstars Award Logo

Intersil awarded the 2013 IHCC HealthCare Consumerism Superstars Award in the Most Innovative Plan Design category for their program with Financial Finesse. 

2013 signature award logo

Intersil awarded the Gold 2013 Profit Sharing/401(k) Council of America Signature Award in the “Retirement Readiness” category.

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Gender gap on financial literacy closing

The gender gap in financial literacy is closing, but nonetheless remains significant, according to a study by Financial Finesse…

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3 Questions You Need To Ask A Financial Advisor

How do you know if you can really trust a financial advisor? I recently saw this article with the intriguing title of “Confessions of a Financial Advisor.”..

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Women closing financial literacy gender gap

It may come as no surprise that women are better than men at asking for directions when they are lost — whether on a busy highway or the road to retirement. But it can still be a long, arduous journey…

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More retirees planning to work through the golden years

For almost half the country, retirement might not be all golf games and trips to see grandkids, as many will be partially working in or through their golden years…

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Seek financial advice before tapping into 401(k) nest egg

In contradictory fashion, paying off debt was cited as the top reason for taking out a loan from retirement plan savings (46%), yet only 26% of respondents said paying off debt was a good reason to take out a loan…

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Women Narrowing Financial Literacy Gap

Women are narrowing the gap between the financial literacy and that of their male counterparts, Financial Finesse finds…

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2014 Gender Gap in Financial Literacy Video Q&A

View a Question and Answer session with Liz Davidson, CEO and founder of Financial Finesse, on the company’s annual study on the Gender Gap in Financial Literacy

Financial Finesse Releases Annual Study on the Gender Gap in Financial Literacy

Download a PDF of the release here.

Report finds women are making significant strides and closing the gender gap in financial wellness, but face a long and challenging road to achieving ultimate financial security.

El Segundo, Calif. (June 19th, 2014) – Financial Finesse, the leading provider of workplace financial wellness programs, announced today the release of its annual study on the gender gap in financial literacy.

The study found the gender gap is narrowing as women continue to improve their financial wellness in all key areas of financial planning—a reversal of the trend the firm saw in 2012 when the gap actually widened. That said, there is still a significant gap between men and women in nearly every key area of financial planning.
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Focus on employee retirement readiness

In last month’s article I reviewed ways that plan sponsors can engage with their employees, and I thought the perfect follow up this month would be to talk about and review the topic of retirement readiness…

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Employees More Focused on Overall Financial Wellness

Employees are showing more focus on their overall financial wellness, according to a Financial Finesse report…

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The Retirement Apocalypse Isn’t Coming

Grandma’s much anticipated Arctic cruise becomes a slow drift away on an ice floe. Grandpa mortgages his kidneys to pay for a new heart. Social Security is deader than disco…

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Financial wellness trend gives advisers an opening

Workers have long looked to their employers to provide health insurance and retirement benefits. But as the costs and responsibility of choosing and paying for those benefits have shifted to employees, financial advisers play an important role in helping both plan sponsors and individual clients make smarter choices…

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Workers Cite Internal Factors as Cause of Financial Stress

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Financial Finesse Releases New Research on Employee Financial Stress

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Study finds employees experiencing increased financial stress due to an “awakening” of their financial shortfalls; woman with children in lower income brackets are most at risk of financial stress.

El Segundo, Calif. – Financial Finesse, the leading provider of unbiased workplace financial wellness programs, has announced the release of its latest research report analyzing U.S. employee financial stress in 2013. The report found that financial stress increased significantly in 2013, with 23 percent reporting “high” or “overwhelming” levels of financial stress compared to only 18 percent in 2012 and 19 percent in 2011. The report also found a shift in the causes of financial stress, with fewer employees citing external factors like the stock market and U.S. economy as the main cause of their financial stress, and more citing internal factors like not having control over their finances or thinking they will be unable to meet their future financial goals.

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Employees’ interest in financial planning grows

mployees are becoming increasingly engaged and more proactive in their financial planning, according to a new study…

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Financial engagement, wellness up in 2013

Employees were more focused on their finances in 2013 than in 2012, a heightened engagement that is reflected in financial wellness and proactive financial planning, according to a new report…

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Financial woes spell trouble for workplace productivity

Financial concerns and readiness for retirement remain top worries for Americans, even as many employers are trying to help by offering financial education benefits…

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Dealing with retirement crisis brings challenges

If you don’t feel like you are prepared to retire, you are hardly alone. A new study suggests most states – maybe the one where you live – aren’t ready for you to retire either…

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Increased Financial Education In Workplaces Raising Worry, Urgency

Increased financial education in the workplace is heightening money worries, contends the sponsor of a study, Liz Davidson, founder and CEO of Financial Finesse.

Davidson said more online and workshop offerings on personal finance by employers is a major reason for an increase in financial stress among workers for the first time since the Great Recession. She noted Aon Hewitt has reported the percentage of employers focusing on enhanced financial education has surged to 85 percent last year from 32 percent in 2012…

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3 Simple Ways to Keep Your Retirement Savings Strong

Despite a rocky economy and a stock market returning pennies on the dollar so far in 2014, we’re seeing some good news on the personal retirement front…

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LIMRA: Innovative approaches to financial literacy

Five years after the end of the Great Recession, many Americans are experiencing financial strains. And these pressures are showing up in surveys…

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Financial Finesse Releases Annual Study on Employee Financial Issues: Employees Significantly More Focused on Their Finances in 2013

El Segundo, Calif.–Financial Finesse, the leading provider of unbiased workplace financial wellness programs in the U.S., has announced the release of its annual study on trends in employee financial issues.

The study identified a significant increase in the number of employees proactively focusing on improving their finances, reporting a 166% increase in log ins by employees that have had access to Financial Finesse’s Online Financial Learning Center since 2010. Return usage also jumped 73% from 2012 to 2013, indicating employees are approaching management of their finances as an ongoing process rather than a series of decision-making points.

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Financial Finesse Wins First Place Eddy Award for Corporate Retirement Readiness Programs

April 2, 2014 —El Segundo, Calif.—Financial Finesse, the leading provider of unbiased workplace financial wellness programs in the US, announced today it was recognized with the first place 2014 Pension & Investments Eddy Award in the Corporate Retirement Readiness category for the effectiveness of its retirement planning programs.

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To Get Workers to Save, Think Like a Retailer

Employers should adopt rewards systems to motivate employees to make behavioral changes…

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Building an Effective Financial Wellness Program

There are many elements that make up an effective financial wellness program for a company, according to speakers during a recent webinar…

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How to grow your 401(k) at any age

When it comes to retirement saving, it doesn’t matter how old you are, because all generations are in trouble.

Whether a baby boomer, Gen Xer or millennial, many Americans find themselves in the same boat: not having a solid plan for retirement…

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NFL Players Association’s financial wellness successes relatable to employers

When employers focus on incorporating financial education and other wellness programs into their company’s culture, it turns out increasing engagement – as well as having the right tools in place – is a shared goal among both conventional employers and unique businesses such as the NFL Players Association…

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Financial Pointers for the 99%

When Liz Davidson told friends 15 years ago that she was quitting her job running a hedge fund, they thought she was misguided.

Then Davidson revealed her new career plan, and they thought she was really nuts…

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The Most Stressed-Out Generation is X

The news has been saturated with reports of high unemployment, stagnant wages and worker dissatisfaction since the Great Recession. Even though the economic recovery has improved things overall, most demographics in the United States still seem to be suffering from considerable financial struggles and anxiety — and none more than those in Generation X…

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