Financial Finesse in the News

Search in Press



Mar 03, 2015

Financial Finesse’s annual study on the financial priorities and vulnerabilities of Millennials, Generation X, and Baby Boomers, finds that although employees suffer from different financial “pain points,” all generations are at an inflection point with their financial well-being. Employees’ growing awareness comes at an opportune time when the issue has reached a national level. An announcement from President Obama earlier this week called for more legislation to protect consumers’ financial wellness, aiming in particular to minimize retirement plan fees and create more transparency in the financial services industry.

To read the full press release, click here.


Former players put trust in The Trust

Feb 27, 2015

Approaching the end of his dozen seasons as an NFL quarterback, Charlie Batch felt comfortable about moving on to another career.

He’s a rarity.

Batch, other players, their union and the league itself recognized the need for help in not only adjusting to the world outside of football, but surviving in it. So one of the most positive aspects of the labor agreement that ended the 2011 lockout was the creation of The Trust…


Financial Finesse CEO Liz Davidson Supports Obama Initiative to Minimize Retirement Plan Fees

Feb 24, 2015

Financial wellness innovator Liz Davidson, CEO of Financial Finesse, Inc. expressed support for President Obama’s recent comments to the AARP calling for uniform rules that require retirement advisors to act in the best interests of their clients.

“Rules that put retirement investors first balance the existing bias in the retirement plan delivery system,” said Davidson, who founded the unbiased corporate financial wellness industry in 1999. “Retirement saving now falls squarely upon the shoulders of individuals, but their goal of maximizing retirement plan returns does not always line up with the interests of the financial advisors who may be earning commissions.”


How Financial Stress Can Harm Your Health

Feb 04, 2015

It can change your appetite and your sleep patterns, even prevent you from seeing a doctor. In fact, financial stress could be affecting your health in ways you never imagined.

Financial pressure affects us all at some point, whether we’re worried about our investment portfolio or how we’ll pay this month’s rent. Stress is a risk factor for numerous chronic diseases and can prevent you from adequately caring for your health, so minimizing it should be a top priority…



How Your Workplace Can Help You Manage Money

Jan 29, 2015

When Ced Funches started managing budgets as an art director in his 20s, his employer sent him to a financial education class to help shore up his decision-making skills. The class included an overview of budgeting, saving and retirement investing. For the first time in his life, Funches learned about 401(k)s and how tax-advantaged retirement accounts work…


Financial Wellness ‘Here to Stay’

Jan 08, 2015

Worrying about money affects both the individual employee and their employer. It can lead to stress, physical illness, reduced productivity and delayed retirement. That’s why financial wellness is so important — and it’s gaining popularity in the workplace. “The words financial and wellness were not combined in the same sentence” two decades ago, Greg Ward, chief financial research analyst, said Wednesday during a webinar hosted by Financial Finesse. “Things have come a long way in the last 20 years.”


5 Critical Findings About Saving for Retirement

Dec 27, 2014

We all know we should be doing it, but when the numbers are tallied, Americans aren’t very good when it comes to saving money. Whether it’s the peril of trying to put money into a retirement account on a below-average income, an unexpected cost that depletes our checking and/or savings accounts, or our inability to properly budget for our cash flow, many Americans simply aren’t on track to retire on their own terms…


Retire by 40? Can it be Done?

Dec 16, 2014

Kristina Jonathan, an Atlanta-based digital-marketing consultant, has no interest in keeping up with the proverbial Joneses.

For years Johnson, 38, has lived frugally, investing in real estate, maximizing her 401(k) plan savings and reducing expenses…


Financial Finesse Wins Top 15 in the 2014 Leadership 500 Excellence Awards

Nov 13, 2014

Read about our firm’s employee leadership development program and why we believe it is imperative to our values as a firm and to our core mission to help empower people on a daily basis. Our Think Tank Director Greg Ward shares about our program in this interview and video.




7 Stunning New Findings About Retirement in America

Oct 26, 2014

The majority of Americans have a goal of one day retiring comfortably, but for many, that remains nothing more than a dream.

The reality is that a substantial number of Americans are ill-prepared for their eventual retirement, and the latest study from Financial Finesse, a financial education and counseling company, only reinforces this notion…