Current Articles
Recent news and research
What is an emergency fund and why does it matter?
While responsible planning can help prevent a number of painful financial mistakes, no one ever plans to lose their job, get in a car accident or require expensive medical care. None of us know what [...]
Certain Employee Groups Are in Greater Need of Financial Help
A survey by Greenspring Advisors conducted during May 2019, with the aim of providing a comprehensive, multi-dimensional assessment of employee perceptions about their financial well-being, found mid-career employees (ages 35 to 55) are in the [...]
This is the year to get your financial wellness benefit right
If you’re going to spend money on a benefit for your employees, it needs to actually work. So many wellness programs just blow smoke. They either don’t give employees the right tools to succeed, or they give [...]
The Elusive ROI of Financial Wellness
The Elusive ROI of Financial Wellness When contemplating a financial wellness program one of the first questions people ask is “What will the ROI be?” It’s an important question, but it’s not the first question that should [...]
Life insurance: Not enough have it, and many don’t have enough
Workers might have life insurance policies, but the coverage is often not enough, according to Guardian Life’s report, “Protecting Those We Love: The Role of Life Insurance in Financial Wellness.” Guardian Life surveyed 2,000 employees and [...]
How HR and finance can work together to fix the retirement crisis
We have a retirement crisis in the U.S. that I am not convinced financial-wellness initiatives can solve for all corporations. I’m not going to just say it, I’m going to prove it. And, to do [...]