Introducing PlanWell: The employee financial wellness program for growing businesses

Posted by & filed under Employee Financial Wellness, Financial Planning.

Did you know that 46% of workers spend three or more hours during the workweek dealing with or thinking about financial issues? And that 52% of workers are stressed out about their finances? It’s no wonder people struggle to focus around the office these days. Financial insecurity is a growing issue in America’s workplaces as Read More

A how-to guide to inheritances

Posted by & filed under Financial Planning, Investments.

Inheritances often throw people for a loop. It can be an emotional rollercoaster as you figure out what to do. You’re going about your day-to-day life, and suddenly, your financial situation is completely changed. You may feel like other people around you don’t understand, have some guilt about your good fortune, or something else altogether. Read More

Employee financial wellness: Why financially secure employees make happy employees

Posted by & filed under Employee Financial Wellness, Financial Planning.

Financial uncertainty is one of the biggest life stresses in the U.S. these days. Living paycheck to paycheck, grappling with student loans, managing credit card debt, scrambling to cover unexpected expenses…the list goes on and on. These worries impact lots of people from all income levels. In fact, many high earning Americans are living just Read More