2018 Financial Wellness Year in Review

Abstract In this report we propose best practices for workplace financial wellness programs to offer retirement guidance across an employee’s full career and analyze the positive impact of financial coaching on improving retirement outcomes. We offer a model for measuring the ROI of reducing the costs of delayed retirement for these employees. Financial wellness improved … Continued

Special Report: ROI of Improving Employee Retirement Preparedness

Abstract In this report we propose best practices for workplace financial wellness programs to offer retirement guidance across an employee’s full career and analyze the positive impact of financial coaching on improving retirement outcomes. We offer a model for measuring the ROI of reducing the costs of delayed retirement for these employees. To read full … Continued

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. … Continued

2017 Generational Research Report

Abstract In this report we propose best practices for workplace financial wellness programs to offer retirement guidance across an employee’s full career and analyze the positive impact of financial coaching on improving retirement outcomes. We offer a model for measuring the ROI of reducing the costs of delayed retirement for these employees. To read full … Continued

Gender Gap in Financial Wellness

Abstract The Financial Finesse Gender Gap in Financial Wellness report is an annual review of the financial wellness gap that exists between women and men in the workforce. It examines a variety of financial behaviors and outcomes, as well as the societal, psychological and practical barriers to gender parity when it comes to cash flow … Continued

2016 Financial Stress Research

Abstract American employees continue to experience high levels of financial stress, and could be losing sleep over it. In this research report, we look at which employees are the most stressed about money, and what employers can do to help their employees develop the solid money management and investment planning skills they need to find … Continued

The ROI of Workplace Financial Wellness

How much money can a highly effective financial wellness program save your organization?  The answer, for most large companies, is well into the millions — and that’s focusing on the costs that are easiest to measure: wage garnishments, absenteeism and utilization of FSAs and HSAs.  With additional analysis, companies can also measure the savings from … Continued