Special Report

Financial Wellness

Benefits advisors and their employer clients are increasingly seeking information and guidance about offering financial wellness plans to their employees. Financial wellness can encompass many things, from financial education to voluntary products to budgeting and financial tools and more. This special report covers financial wellness from many perspectives, providing insight and strategies to help in the decision-making process.

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Much has been written about the how millennials today are slower to marry and buy homes than young people of the same age in previous generations, but they are not alone. Their Gen X elders have also fallen behind in the markers for economic maturity.

According to a new report from the Employee Benefit Research Institute (EBRI), Gen X households — called the “sandwich generation” because they’re caught between paying for college, caring for their parents and saving for their own retirement — are also less likely to own a home than prior generations of the same age, 40 to 51.

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