2018 Life Events Research

Abstract

Each employee has different aspirations for what they want out of life. In this study, we examine three of the most common life events that employees proactively face: buying a home, getting married, and having children. Each of these life events, in one way or another, has a relationship to an employee’s financial wellness. By understanding this relationship and providing employees access to the ongoing financial coaching, tools and benefits needed to effectively prepare for life, employers can enhance employee job satisfaction, promote productivity, and achieve a greater return on investment on their Financial Wellness benefit.

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