Financial Finesse Blog
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The Hidden Cost of Ignoring Deskless Workers’ Financial Wellness
Deskless workers represent 80% of the global workforce, yet most financial wellness programs are built for employees who sit at ...
What Financial Wellness Companies Are Global?
As employers build workforces that span multiple countries, the demand for financial wellness programs that work everywhere employees live and ...
How Do Employers Measure ROI on Financial Wellness Programs?
Employers measure the return on investment of a financial wellness program in two ways: qualitatively, through the human and cultural ...
What Is the Difference Between a Financial Coach and a Financial Advisor?
A financial coach helps people understand their finances, build better money habits, and make informed decisions across all areas of ...
What Do Financial Wellness Programs Include?
A financial wellness program helps employees build a stable financial foundation, reach long-term financial goals, and maximize the value of ...
2025 Workplace Financial Wellness in America: A Year in Review
On the surface, 2025 looked like a step backward. Financial Wellness Scores dipped to 4.72 and the share of employees ...
Unlocking the Mystery of Capital Gains Taxes (Including the Wash Sale Rule)
Understanding capital gains and losses is important for managing investments and taxes. The IRS says almost everything you own and ...
How are Restricted Stock Units (RSUs) Taxed?
Restricted Stock Units (RSUs) are a form of equity compensation. They are awarded as company stock and can be viewed ...
apps for budgeting, best budgeting apps, how to track spending, how to track your budget, workplace financial wellness
The Best Apps For Tracking Spending
In my 16 years in the financial services industry, I have noticed an interesting phenomenon when it comes to spending ...
Financial Rules of Thumb: The Emergency Fund
The general rule of thumb here is three to six months of your expenses ...
Here’s What To Think About When Deciding What To Do With Your Old 401k
If you have an old 401(k) account from an old job (or maybe even 2 or 3), you're not alone ...
NUA – One Overlooked Benefit Of Employer Stock In Your 401(k)
Should you own stock in your current or former employer? There are mixed opinions out there regarding the risk of ...
