The state of financial wellness held constant, but the typical employee engaging in a financial wellness benefit is gradually looking younger and more masculine. Improvement in employee financial behavior has been subtle but includes fewer reporting they carry a balance on their credit cards and more indicating they check their credit report at least once a year. The type of engagement—e.g., online, group, individual, or all three—also influences the degree of improvement, with those engaging in all three types garnering the highest levels of improvement. As demand for financial technology coupled with live financial coaching increases, we expect greater improvement in workforce financial wellness for years to come.
2019 Financial Wellness Year in Review
06 May 2020More like this:

Workplace Financial Wellness in America: A Year in Review
Abstract: The state of financial wellness of the U.S. workforce fell in 2022 as high inflation and economic uncertainty raised ...
Read More
Read More

2021 Financial Wellness Year in Review: A Q&A with Financial Finesse founder and CEO, Liz Davidson
Abstract: This Q&A is designed to provide quotable commentary on Financial Finesse's 2021 Financial Wellness Year in Review. To read ...
Read More
Read More

2021 Financial Wellness Year in Review
Abstract: Workplace stress has risen steadily for over a decade, and with the help of a global pandemic has reached ...
Read More
Read More