Financial Finesse in the News

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Oct 21, 2014

Report finds employers are taking the right steps to improve retirement plan preparedness, but economic and market uncertainty may be creeping into the national psyche

Click the title to read the press release.


Step One to Get Participants Focused on Retirement Planning

Oct 15, 2014

Three types of participant—underfunded, funded and unsure—can all benefit from a simple retirement readiness projection, a key part of holistic financial wellness, according to Financial Finesse. A number of variables make it difficult to gauge retirement readiness: future market returns, for one, and inability to predict economic cycles that create or destroy wealth…


LPL Financial Expands Worksite Financial Solutions Platform to Include Workshops and Webcasts Delivered by Financial Finesse

Sep 30, 2014

LPL Financial LLC, the nation’s largest independent broker/dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc., today announced that it is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners. Financial Finesse provides unbiased workplace financial wellness programs and has worked with LPL Financial since 2011 as an independent education provider…



More companies offer financial wellness programs

Sep 27, 2014

Financially stressed-out workers aren’t good for businesses. Yes, employees who bring their money worries tend to be less productive and less engaged, and even raise employer health care costs.

And so, it is with good reason that employers are now adding “financial wellness” program to their menu of employee benefits.


Financial Finesse Releases Official Definition of Financial Wellness

Sep 23, 2014

In the past year alone, we have been asked by hundreds of publications, companies, consulting firms, and benefits associations to define financial wellness.

To answer, our Think Tank has put together an official definition of the term which we feel captures both what it means from an employee perspective, and what a program should include from an employer’s perspective in order to meet the criteria of a true wellness program. Click the title above to download our definition.

How Lessons from Behavioral Finance can Drive Employees’ Financial Wellness

Sep 15, 2014

We’ve all learned by now that 21st Century employees don’t respond to text-heavy, one dimensional benefits communication. An increasing number of organizations are implementing holistic financial wellness programs that aim to help leverage their benefits to achieve employees’ financial goals…


NFLPA works to prepare players financially for life after the game

Sep 09, 2014

One could argue that ballet and football might not have that much in common, yet both require fancy footwork, stamina and determination. So it’s somewhat fitting that the winner of this year’s Benny Award for Benefits Leadership in Retirement Planning, Dana Hammonds of the NFL Players Association, wanted to be a dancer as a child…


Partnership Hoists Importance of Financial Wellness

Aug 27, 2014

During employee meetings, no one raises their hand when you ask who wants to depend on Social Security for retirement, says Kathleen Kelly, managing partner of Compass Financial Partners. “Everyone understands that they are responsible for managing finances to support their own retirement,” she tells PLANADVISER. But as plan advisers often observe, retirement plan participants face a range of financial challenges…



Aug 22, 2014

Compass Financial Partners, LLC , a leading national investment and plan consulting advisory firm, announced today it has partnered with Financial Finesse, the nation’s leading provider of unbiased workplace financial wellness programs, to provide plan sponsors with enhanced, comprehensive financial wellness programs designed to help employees better save and invest for retirement…


A New Employee Benefit Is Evolving: Financial Wellness

Aug 20, 2014

“When I first started [in this business], there was a model of financial education in which financial planners were focused on capturing assets and the investing strategies for those assets, so the business was focused on those with higher incomes and assets to invest,” noted Linda Robertson, certified financial planner with Financial Finesse, during a webcast hosted by the firm. “Most employees were financially stressed and so they were not targeted for financial planning. They had no help with basic financial and savings habits…”