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Wednesday, October 27th, 2021
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.
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Data & Research
New Benartzi Paper Dissects Narrow Framing Phenomenon
Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could play twice?
Client Service
Financial Wellness Is Really About Financial Priorities
Retirement industry researchers say the pandemic will have a lasting impact on the way people rank and pursue their financial priorities, influencing their vision of ‘financial wellness’ and redefining what success with money really means.
Investing
Well-Funded HSAs Are a Retirement 'Superpower'
Having an HSA going into retirement is ‘incredibly powerful,’ experts say, because money is being saved and spent as efficiently as possible.
Client Service
How to Get Participants More Engaged in Financial Wellness Programs
Access via several means is key, as is meeting people where they are.
Client Service
Measuring Success an Important Part of Financial Wellness Programs
Whether they take part in implementing the programs or not, advisers can help clients establish metrics for measuring the success of financial wellness programs.
Data & Research
The Many Barriers to Financial Advice and Confidence
New Allianz Life research analyzes the significant gaps in access to financial services found among different demographic groups in the United States.  
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