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.

Research Portal
Research Portal

All the insights and best practices you need to create a business case, select the right partner, and deliver a best-in-class program.

Defining Financial Wellness
Defining Financial Wellness

All Financial Wellness is not created
equal.The difference between offering financial guidance and financial advice can be the difference between a program earning an award or a lawsuit.

Continuing Education
Continuing Education

If you’re as passionate about evolving the industry as we are, use these resources to differentiate yourself and elevate your career.

Society of Actuaries, Financial Wellness Think Tank™ Partner
EBRI, Financial Wellness Think Tank™ Partner
CFP BOARD, Financial Wellness Think Tank™ Partner
Fiduciary Education, Financial Wellness Think Tank™ Partner

Think Tank Resource Portal

Millennial black businesswoman addressing colleagues at a corporate business meeting, close up

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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Mature Businessman Explaining Forecasting Details

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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Man and woman talking at a construction site

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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Man Using Laptop And Talking On Phone At Home

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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Young woman working from home wearing protective mask

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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Liz Davidson

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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Financial Finesse

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

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

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

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

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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