"A man may die, nations may rise and fall, but an idea lives on."
John F. Kennedy
Institutional Investor Honors Financial Finesse with the 2006 Impact Players of the Year Award
2006 Women Making a Difference Awards
2005 Profit Sharing / 401(k) Council Signature Award
2000 Working Woman Award for Entrepreneurial ExcellenceRead 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.
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 …
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…
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…
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…
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…
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…
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.
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 was by far the most popular financial topic among employees in 2011, according to an analysis by Financial Finesse…
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…
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.
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 …
Are you stressed out about your finances?
For many employees, 2011 was a turnaround year when it comes to lowering financial stress…
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…
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…
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…
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…
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)…
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…
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…
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)…
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…
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…
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…
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…
Financial Finesse Senior Financial Planner…Linda Robertson discusses their latest report:
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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