Financial Finesse in the News

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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…


Workers’ Retirement Preparedness Slipping Over Economic Worries

Oct 24, 2014

U.S. employees’ retirement preparedness has steadily improved this decade, according to new research, but it is on track to decline year thanks to jitters over politics and the economy.

Financial Finesse, which provides workplace financial wellness programs in the U.S., reported that 19.7% of employees in 2013 said they were on track to meet their income-replacement goal in retirement, up from 17.4% in 2012 and 16.6% in 2011…



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.