Financial Wellness Think Tank™
Innovating the industry we invented in 1999.
We seek to protect and evolve the Financial Wellness movement by publishing unbiased research in collaboration with industry thought leaders, government policy groups, and the most progressive employers.
Think Tank Resource Portal
August 2020 Engagement Study
Learn how financial coaching influenced coronavirus related distributions in this study conducted by Financial Finesse on behalf of a large, ...
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What’s it really like to work with a financial coach?
Until they’ve tried it, your employees will never know; and not knowing may be keeping them from engaging with a ...
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COVID-19 Special Report: The Impact of a New Normal
At the time of this report, America is battling the COVID-19 global pandemic. In response to social and economic pressure, ...
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Q&A with Financial Finesse CEO, Liz Davidson
Financial Finesse’s 2019 Year in Review Research Study & The Impact of a New Normal Post COVID-19 View the entire ...
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2019 Financial Wellness Year in Review
The state of financial wellness held constant, but the typical employee engaging in a financial wellness benefit is gradually looking ...
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What You Can Do for Your Employees During Covid-19
While there have been countless resources made available on how to address the health implications of COVID-19, there are far ...
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SOA & Financial Finesse Retirement Literacy Briefs
The Society of Actuaries Aging and Retirement Strategic Research Program and Financial Finesse are pleased to make available a series ...
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How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness
For this year’s report, we analyzed the change in financial health over the last five years for employees who completed ...
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Society of Actuaries – Calculating ROI: Measuring the Benefits of Workplace Financial Wellness
As human resources executives and benefit-plan sponsors prepare their 2017 budgets, many will question the value of investing in a ...
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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 ...
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Your Company Just Launched A Financial Wellness Program. Is It The Real Thing Or Just A Sales Pitch?
How can employees determine if what’s being marketed as a ‘financial wellness program” is a real benefit which offers unbiased ...
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