Tag Archives: long-term planning
The Investment That Wall Street Doesn’t Want You to Know About
I was recently asked about where someone could earn a little interest on savings for a down payment on a home in a few years. If you’ve tried to put aside money for a short-term goal like this, I’m sure [Read more...]
Workers improved their finances in 2010
Employees as a whole made significant improvements to their finances in 2010, despite a tepid economic recovery and sluggish rebound of job and real estate markets, according to a new study…
Employees Recovering From Recession, But Watch For Retirement Crisis
New research from Financial Finesse, a leading provider of financial education programs to over 500,000 employees from more than 300 corporations (including Aetna, General Mills, and more), municipalities and credit unions, reports that employees are becoming more proactive about their [Read more...]
Workers Improved Their Finances Last Year
Employees as a whole made significant improvements to their finances in 2010, despite a tepid economic recovery and sluggish rebound of job and real estate markets, according to a new study…
Finances Improve But Concerns About Retirement Savings Rise: Survey
Employees improved all areas of their personal finances last year, according to a study by El Segundo, Ca-Financial Finesse, but many are concerned they haven’t saved enough to retire…
Workers Turning Focus to Long-Term Financial Planning
While the recession led employees to turn their attention to debt management and budgeting, research from Financial Finesse finds that in 2010, they refocused on the future…
Employees Showed Improvement in Financial Planning in 2010
Financial Finesse announced Tuesday the release of its 2010 Year in Review report, which found employees have improved in all areas of financial planning…
Financial Finesse’s Liz Davidson on Trends in Employee Stress, Financial Planning: The Weekend Interview
Over three-quarters of employees report some level of financial stress, according to a from Financial Finesse, a financial education firm. Fully one-third of employees report feeling high or ‘overwhelming’ stress. There’s an upside to all that stress, though….
Kat’s Money Corner: Being Money Savvy Doesn’t Require an Olympian Effort
This being an Olympic year, and with the start of the winter games only days away, I find myself thinking in Olympic terms. For example, to talk about financial planning for the long haul, I’m reminded of the old saying [Read more...]
Optimizing Retirement Saving
Four ways to capitalize on employees’ newfound financial responsibility. Last month our latest research showed that American employees are in a new position to regain control of their finances. They’ve indicated they’re ready to make significant changes to how they [Read more...]

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