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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.
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.
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