Read a Question and Answer session with Liz Davidson, CEO and founder of Financial Finesse, on the company’s latest research: Q1 2012 Research on Trends in Employee Financial Issues.
Media Coverage
"A man may die, nations may rise and fall, but an idea lives on."
John F. Kennedy
Awards and Recognition

Financial Finesse, in partnership with Nestle USA, Inc. awarded 2011 Profit Sharing/401(k) Council of America Signature Award in the "Conversions" category.
Financial Finesse, in partnership with M.A. Mortenson Company awarded 2011 Profit Sharing Council of America Signature Award in the "On Site Events and Workshops" category.
Financial Finesse, in partnership with Aetna, Inc. awarded 2011 Profit Sharing Council of America Signature Award in the "Financial Fitness" category.
Financial Finesse named one of the Los Angeles Business Journal's Best Places to Work, two years in a row in the Small Business category.
Financial Finesse client awarded 2010 Benny Award for Excellence in a Retirement Benefits Plan
Annette Grabow, Benefits Manager for M.A. Mortenson Co. wins 2010 Benny Award honoree for excellence in management of a retirement benefits plan.

Liz Davidson - The Los Angeles Business Journal - Women Making A Difference Award Nominee
"In its 18th year, this annual awards luncheon will recognize women making a difference in the Los Angeles community. This reader-nominated event and special supplement traditionally garners over 200 nominations each year."
Financial Finesse Awarded the For Profit Organization of the Year 2009 EIFLE (Excellence In Financial Literacy Education) Award
Financial Finesse, in partnership with Aetna, wins 2009 Profit Sharing Council of America Signature Award for Excellence in Retirement Education.
Best provider in financial education from PFEEF (Personal Finance Employee Education Foundation)
2009 Solutions Innovator Award
2007 Profit Sharing / 401(k) Council of America Signature Award
Institutional Investor Honors Financial Finesse with the 2006 Impact Players of the Year Award
2006 Profit Sharing / 401(k) Council Signature Award
2006 Women Making a Difference Awards
2005 Profit Sharing / 401(k) Council Signature Award
2004 Profit Sharing / 401(k) Council Signature Award
2000 Working Woman Award for Entrepreneurial Excellence
Q&A with Financial Finesse CEO, Liz Davidson: Q1 2012 Research on Trends in Employee Financial Issues
Financial Finesse Releases First Quarter Research on Employee Financial Issues for 2012
FINANCIAL FINESSE RELEASES FIRST QUARTER RESEARCH ON EMPLOYEE FINANCIAL ISSUES FOR 2012
Study finds that proactive financial focus persists as employees seek balance between short-term and long-term financial concerns.
Download a PDF of the release here.
El Segundo, CA—Financial Finesse, the nation’s leading provider of workplace financial wellness programs, has released its latest research report on employee financial trends based on an analysis of questions received by its team of CERTIFIED FINANCIAL PLANNER™ professionals and employees’ responses to an online financial wellness assessment. Continue reading this post …
3 ways to increase benefits appreciation
The Department of Labor recently released some positive numbers for the state of the US job market. Though the unemployment rate remains high at around 8.3 percent, the market is improving, with an estimated 227,000 new jobs created in February. This small improvement is expected to accelerate as some economists predict we’re headed for further economic recovery…
Fee disclosure communication guide
Here are seven communication strategies plan sponsors can use when discussing fee disclosure with employees…
Despite market improvement, investors still fearful of volatility
Even though the stock market has been on a steady climb the past couple of years, many investors still fear to put their hard-earned funds into something that has been so volatile…
For financial stress ills, try education cure
Some 60 percent of illness is caused by financial stress, according to a Financial Finesse Inc compilation of 200 studies on the correlation between money and healthcare costs…
3 Reasons Advisors Should Jump on iPad Bandwagon
With Apple releasing its newest version of the iPad recently, I can’t help but think about how much I’ve seen change in the technology that we use to deliver our services and run our business since I first started Financial Finesse back in 1999…
Lack of pensions is what’s stressing us
According to a study by Financial Finesse, a U.S. provider of employee financial wellness programs, 19% of employees reported high or overwhelming financial stress in 2011. That’s down from 32% in 2010, but still represents a significant cost to employers at 1 in 5 workers…
Don’t Let the Tooth Fairy Take Back Cash From Your Employees
Dental implants are becoming a common solution to missing teeth and an alternative to bridge and crown work. However, according to WebMD.com, many dental insurance plans do not cover implants.
Columbus Day to Today: How Retirement Has Changed Since 1492!
Retirement has changed a lot since 1492, when America was first discovered by Christopher Columbus. The history of retirement in this country dates back to the industrial age, when people literally worked until they died. Now, uncertainty plagues millions of Americans as they approach their retirement years. Many are worried they may not have a pension to count on, or that their Social Security benefits will be reduced…
Retirement Planning a Hot Topic for Employees in 2011
Retirement planning was by far the most popular financial topic among employees in 2011, according to an analysis by Financial Finesse…
10 Bad Money Habits and How to Break Them Read more: Bad Money Habits – How to Break Bad Money Habits – Woman’s Day
Some habits are good for you—flossing, exercise, getting eight hours of sleep. (Oh, if only.) And doing the same thing over and over again can feel comfortable, and even safe. But when habits sabotage your financial health, it’s time to turn off the autopilot and start making active, careful decisions about your money and your life…
Q&A with Financial Finesse CEO, Liz Davidson: Year in Review 2011 Research on Trends in Employee Financial Issues
Read a Question and Answer session with Liz Davidson, CEO and founder of Financial Finesse, on the company’s latest research: Year in Review 2011 Research on Trends in Employee Financial Issues.
Financial Finesse Releases Year in Review 2011 Research on Employee Financial Issues
The report found employees continued to make improvements to their finances in 2011, providing early evidence of a major shift in society’s approach to financial planning.
Download a PDF of the release here.
El Segundo, CA— Financial Finesse, the nation’s leading provider of unbiased workplace financial education programs, released today its Year in Review 2011 research report on trends in employee financial issues. Continue reading this post …
Stressed Out About Finances? Your Employer Might Help.
Are you stressed out about your finances?
For many employees, 2011 was a turnaround year when it comes to lowering financial stress…
Financial Health Straining Physical Well-Being
A new report finds the No. 1 stressor for workers is money, but experts say HR is well-positioned to both allay workers’ worries and bring down healthcare costs for the organization…
5 Ways Advisors Can Improve Their Prospecting Workshops
Financial pros know the importance of a good workshop. Done right, these can be a successful strategy for attracting new clients as well as keeping current clients satisfied with your services. But too often workshops become missed opportunities for advisors to gain business, client trust and rapport…
8 Ways to Give Your Clients a Tax Cut
With the S&P 500 finishing about where it started, 2011 was a tough year in the market and it won’t be the last, especially if the consensus forecasts come true for 2012 being a year of continued slow economic growth and volatile markets…
Financial Wellness Programs Lead to Less Stress, Health-Care Savings: Financial Finesse
A case study of a Fortune 500 company offers evidence of health care cost savings due to improvements in financial wellness…
What could a Santorum presidency mean for your finances?
By Liz Davidson

With his surprisingly strong photo-finish in Iowa’s Republican caucuses (he lost to Mitt Romney by just 8 votes), former Senator Rick Santorum is positioning himself to consolidate conservative support as an alternative to the more moderate Romney for the GOP presidential nomination. While he’s still considered by most experts to be a long shot, stranger things have happened in American politics…
How Will Upcoming Changes to Retirement Plans Affect You?
By Liz Davidson | Forbes – Thu, Dec 22, 2011 2:44 PM EST
Recently, one of our planners was discussing retirement planning with a woman in her mid 50′s. She was a model saver living within her means, had no debt, and was maximizing her 401(k) contributions (or so she thought)…
Fixing the 3 Top Mistakes Advisors Tend to Make With Their Clients
Even two years after the recession has officially ended, all eyes remain on financial professionals. The good news is that investors are regaining trust in the industry—according to a Northstar/Sullivan Rebuilding Investor Trust study, investors’ trust in their financial advisor has increased from 61% in 2009 to 74% this year…
Looking back on 2011: “Bright spots” in benefits communication and Education
We’ve all heard that we learn more from our failures than our successes.
But is that really true? Recent research demonstrates the opposite to be true—that there is actually a tremendous amount we can learn from our success…
Four Ways to Take Control of Your Retirement
By Nancy Anderson | Forbes – Thu, Dec 8, 2011
Something unusual happened last week. I took a call on our financial helpline from Diane Sandoval *not her real name who wanted to know if she was on track to retire at 65 (she was in her early fifties)…
Rescuing Retirement
Every year, Annette Grabow travels to about 40 different U.S. cities to help kick off retirement-related workshops for the 3,000 employees at Mortenson Construction, a Minneapolis-based company operating primarily in the United States with additional offices in Toronto and Shanghai, China…
How Herman Cain Could Be Derailing Your Clients
One of the most common questions that Financial Finesse has been getting from employees on our hotline lately has been “How will the 9-9-9 tax plan affect me?” We haven’t even elected a new president yet, but the idea of an overhaul to our current tax system is top of mind for many Americans…
Weekend Edition – Outstanding Portfolios are Like Championship Teams
You often hear about dynasties in sports and how hard it is these days for teams to put together a string of championships. Whether it’s losing players to free agency, nagging injuries, or a variety of reasons, repeating as champions is a very difficult task…
Investors Today Have Much to be Thankful For
By Nancy Anderson | Forbes – Thu, Nov 24, 2011
At first glance, it doesn’t seem that investors have much to be thankful for this Thanksgiving. Though we certainly aren’t celebrating a roaring bull market, there are some things investors take for granted today that deserve a nod of thanks…
Linda Robertson Talks Employee Financial Issues with Scott Drake
Financial Finesse Senior Financial Planner…Linda Robertson discusses their latest report:
Liz Davidson on Retirement Matters Radio
CEO and Founder of Financial Finesse, Liz Davidson shares some insight into the current state of US employees’ retirement preparedness with Retirement Matters Radio Host Bill Smith, and Co-Host Jarrett Lang.
See the full post to listen to the show


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