Wednesday, August 24th, 2022 A biweekly topical newsletter from PLANADVISER Financial Wellness Participants have many financial needs—meeting everyday expenses, paying off debt, saving for emergencies, paying for health care and saving for retirement—but there’s only so much money to go around. How do participants decide where to allocate their income while balancing short-term and long-term priorities? As explored in the following collection of articles, a well-crafted financial wellness program may be the answer. SPONSORED AD Client Service The Keys to Delivering Valuable Financial Wellness Benefits As inflation chips away at people’s spending power and concerns about a recession cause substantial stress, employers can provide targeted benefits that build employee loyalty and protect productivity. From the Magazine Balancing Act How advisers can help participants prioritize their savings, with retirement in mind. Client Service Financial Wellness Insights From 2 Advisers Panelists discuss the current state of financial wellness during the PLANADVISER Practice Progress webinar. Data & Research Workers Remain Worried About Inflation’s Impact on Retirement High inflation is among the top concerns of retirement savers, but a new survey suggests financial advice can help boost confidence. Data & Research How Adults Feel About the Economy Today As inflation remains elevated, many adults report their overall confidence to meet their financial goals is down. Data & Research Emergency Savings Preparedness and Perceptions According to EBRI, workers with household incomes of $75,000 or more are more than twice as likely to say they feel they can handle an emergency expense than those with household incomes of less than $35,000. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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