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3 Reasons Women Aren’t Saving Enough for Retirement — and How We Can Fix That

Mar 14, 2015

When we’re young, our plans for retirement tend to include lounging on a tropical beach or swinging a golf club as our regular Monday-through-Friday routine. But in reality, retiring comfortably and on your own terms is considerably tougher than it first looks.

It doesn’t help that Americans as a whole are poor savers, and few of us are fully prepared for retirement…

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Financial wellness: Coming to an office near you

Mar 09, 2015

More employers are concerned about whether their workers are saving enough … and not just for retirement.

More than 90 percent of 250 large employers said they want to introduce or expand their financial wellness programs this year, according to a survey by benefits consulting firm Aon Hewitt…

 

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Generational differences force re-examination of workplace retirement education

Mar 06, 2015

In the past five years, employers have realized just how precarious a position their employees are in when it comes to retirement and they have begun to put plans in place to help get them moving in the right direction.

A report released this week by Financial Finesse, a provider of financial wellness programs, shows just how ill-prepared baby boomers, Gen Xers and millennials are for retirement.

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Which generation is best with money management?

Mar 05, 2015

A new study finds some generations better at managing their money than others. Millennials, Generation X and baby boomers all handle their money differently, according to the study by Financial Finesse.

Despite record student loan debt, high unemployment and low savings rates, millennials do a better job than Gen-X’ers. They spend less than they make each month.

Watch the video here.

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Who’s Worst with Money: Baby Boomers, Gen X or Millinnials?

Mar 05, 2015

A new report confirms what we all fear to be true: Americans, no matter their age, are generally terrible at managing their money. In short, we all need to save more. A lot more.

This insight comes from Financial Finesse, a think tank geared toward helping people reach financial independence and security, in its 2015 generational research study released today. Financial Finesse’s assessment of each generation’s financial health is based on employee responses to its financial wellness questionnaires, which is used at more than 600 companies in the country…

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Baby boomers, Gen X & Millennials: They all have their money problems

Mar 04, 2015

A new report confirms what we all fear to be true: Americans, no matter their age, are generally terrible at managing their money. In short, we all need to save more. A lot more.

This insight comes from Financial Finesse, a think tank geared toward helping people reach financial independence and security, in its 2015 generational research study released today. Financial Finesse’s assessment of each generation’s financial health is based on employee responses to its financial wellness questionnaires, which is used at more than 600 companies in the country.

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Fee Awareness Growing Among Plan Sponsors

Mar 04, 2015

The federal government will soon re-release its proposed rules defining who is a fiduciary when it comes to employee retirement plans.

The U.S. Department of Labor first released a proposal in October 2010, hoping to make anyone who gives retirement advice a fiduciary. The purpose was to close a loophole in the rules that allowed investment brokers to give advice to people about what they should include in their individual retirement accounts, while at the same time accepting commissions on the investments they recommend.

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Gen Xers are doing the worst job with money: Survey

Mar 04, 2015

Each generation has its distinct challenges. That’s especially true when it comes to money.

Financial Finesse, which runs financial wellness programs for employers, recently studied how millennials, Generation X and baby boomers handle their money. And you may be surprised by what they found.

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GENERATIONAL STUDY EXPOSES DANGEROUS FINANCIAL VULNERABILITIES THAT REQUIRE IMMEDIATE ATTENTION

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.

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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…

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