Financial Finesse in the News

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Financial Finesse Wins Top 15 in the 2014 HR.com 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.

 

 

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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…

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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…

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FINANCIAL FINESSE RELEASES ANNUAL STUDY ON EMPLOYEE RETIREMENT PREPAREDNESS

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.

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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…

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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…

 

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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.

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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…

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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…

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