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
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 ...
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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 ...
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Race and Financial Stress Special Report
Executive Summary: The racial wealth gap in America has garnered much attention as part of the fight against social injustice ...
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2020 Financial Wellness Year in Review
Abstract: The state of financial wellness of the U.S. workforce improved in 2020 despite the economic challenges created by the ...
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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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