Give them confidence and security to live their richest lives.
68 percent of employees would prioritize financial wellness benefits above an extra week of vacation.
65 percent now expect their employer to offer them more financial support than they did before the pandemic.
83 percent of employees view financial wellness benefits as a sign their employer values them and their work.
73 percent of Americans rank finances as the number one stress in their life.
Sources: Betterment, Capital One Creditwise
FINANCIAL WELLNESS PROGRAMS
Fintimidation Elimination
Answers to the questions you have but don’t want to ask about creating financial security, knowing how much you should be saving, investing and spending, and the best ways to use your corporate benefits.
Benefit Basics for New Employees
An introduction to the key benefits for your team. This program will highlight health insurance, FSA’s and HSA’s, retirement accounts as well as commuter and work-from-home resources and under-the-radar perks.
The Sandwich Generation Squeeze
Aging parents + young children = a tough workload. We discuss how the squeeze impacts family finances, strategies to build a strong financial foundation, and resources to tap into to get support.
Curb the Urge to Splurge
Strategies to spend with intention and avoid careless purchases we later regret. We will also talk about getting the best deals on the things we intend to buy including timing, discounts, second-hand, and how to earn money selling the stuff we no longer use.
Financial Frenemies
Managing social media and peer pressure to spend. We share strategies to make the best decisions and protect your money from online temptations. We also cover managing sticky social situations including managing restaurant bills, destination celebrations, group gifting, friends that push you to spend and handling friends who are bad with money.
Invest with Peace of Mind
Get started investing with confidence. We explain how different accounts work including retirement accounts, savings, checking, money market and brokerage accounts. This includes understanding how FDIC insurance works in bank accounts as well as how SEC insurance works. The course also touches on individual stocks, mutual funds, ETF’s UIT’s and alternative investments.
Show Me The Money
Retirement. Understanding how retirement accounts like 401(k) and Roth 401(k)’s work and well as other options to maximize retirement savings such as HSA’s. We explain how vesting works, what happens if and when you leave your employer as well as ways you can access your retirement funds before you retire.
LGBTQ+ Money
We explore the unique challenges in building a financial foundation in this community. Discussions include the financial impact of marriage vs partnership, how to structure property ownership, and the best ways to leverage corporate benefits.